DB
CFA
DB
CFA

Duane Leo Bernt

12 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
47,926 clients
Average Client Portfolio
$52K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Minimum Annual Fee:$120
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Location

1061 Cliff Dawson Rd, Watkinsville, GA, 30677

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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 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
July 2013 - Present · 12 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.