Bert Bennett
Bert Bennett is a CFP-designated registered investment advisor at West Fork Wealth Management LLC, based in Chapel Hill, NC, with 14 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $10M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.60% |
The annual fee is negotiable.
Fee Estimator
Location
Chapel Hill, NC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2024Other Business ActivitiesSells Insurance
Bert works as a summer camp teacher at Carolina Friends School and is a licensed insurance agent since 2022, selling insurance products. He dedicates minimal time to both activities.
Employment History
Current Registrations
West Fork Wealth Management LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Kingfisher Capital, LLC
Birchtree Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations2 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.