Bernard Surovsky
Bernard Surovsky is a registered investment advisor at Measured Risk Portfolios, based in San Diego, CA, with 29 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 711 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.10% |
Fees are negotiable. For the Mutual Fund Strategy, the annual fee is 1.00% of the assets managed, but can be discounted to 0.20% at Measured Risk Portfolios' discretion.
Fee Estimator
Location
5230 Carroll Canyon Road, Suite 224, San Diego, CA, 92121
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard owns raw land in Logan, New Mexico, and is a 50% owner/president and CA insurance agent through Measured Risk Portfolios, Inc. He also manages a residential rental property as an LLC member, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Measured Risk Portfolios
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.