Duane Bernt is a CFA-designated registered investment advisor at Stadion Money Management, LLC, based in Watkinsville, GA, with 13 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 49,626 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by program type, ranging from 0.05% to 1.00% depending on whether the service is a default retirement option, individual choice, or custom advisor managed account.
Fee Estimator
Location
1061 Cliff Dawson Rd, Watkinsville, GA, 30677
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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 Activities
Duane serves as CEO for three companies: Smart USA, Smart Managed Solutions, and Smart Retirement Solutions. He dedicates about 10-20% of his time to Smart USA and minimal time to the other two companies.
Employment History
Current Registrations
Stadion Money Management, LLC
State Registrations1 state
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.
Exams
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