CB
CFA
CB
CFA

Cern Basher

25 Years of Experience
Sarasota, FL
2 Disclosures

Cern Basher is a CFA-designated registered investment advisor at Brilliant Advice, LLC, based in Sarasota, FL, 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
144 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$569.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $3.0M0.60%
$3.0M - $4.0M0.50%
$4.0M - $5.0M0.40%
$5M+0.30%

Charitable entities may be charged a flat 0.10% on all assets. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sarasota, FL

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History

Regulatory History (2)
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Regulatory
February 2026
Final
Civil
February 2026
Final
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
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Madison Wealth Management
September 2000 - February 2016 · 15 yrs 5 mos
State Registrations3 states
FLOHTX
Advisor

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
No exam information available for this advisor.
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