BK
PFS
BK
PFS

Bernard Steven Kent

15 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

111 E. Merrill Street, Suite 400, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bernard is a board member and investment committee chair for the Detroit Historical Society, a trustee and investment committee member for the Zekelman Holocaust Center, and an investment committee member for the Detroit Symphony Orchestra, the D Dan and Betty Kahn Foundation, and the Jewish Foundation of Metro Detroit. He is also an independent contractor insurance salesperson for Schechter Wealth.

Employment History
Current Registrations
Arax Advisory Partners
June 2025 - Present · 8 mos
Previous Registrations
Schechter Investment Advisors, LLC
January 2014 - July 2025 · 11 yrs 6 mos
Telemus Capital, LLC
September 2013 - January 2014 · 4 mos
Telemus Investment Management, LLC
March 2013 - September 2013 · 6 mos
Telemus Wealth Advisors, LLC
September 2010 - September 2013 · 3 yrs
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.