Cern Basher is a CFA-designated registered investment advisor at Brilliant Advice, LLC, based in Cincinnati, OH, with 25 years of industry experience. Cern operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 118 clients with $380M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are not negotiable. In certain circumstances, Brilliant Advice may determine that specific assets should be excluded from our fee calculations. In certain circumstances, and at Brilliant Advice’s discretion, our fees may be reduced on large cash balances or legacy positions. Charitable entities may be charged 0.10% on all assets.
Fee Estimator
Location
8044 Montgomery Road, Suite 700, Cincinnati, OH, 45236
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 Activities
Cern works as a consultant for Noxsano Inc. since March 2023. This activity is not investment-related and does not occur during trading hours.
Employment History
Current Registrations
Brilliant Advice, LLC
Previous Registrations
Madison Wealth Management
State Registrations3 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.