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.
| 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% |
Charitable entities may be charged a flat 0.10% on all assets. Fees are not negotiable.
Sarasota, FL
Get directionsCern works as a consultant for Noxsano Inc. since March 2023. This activity is not investment-related and does not occur during trading hours.
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.