Michael Bernard
Michael Bernard is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.
Fee Estimator
Location
6910 North Main Street, Building 16, Unit 41, Granger, IN, 46530-8855
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 ActivitiesSells Insurance
Michael works as a tax preparer, insurance agent, and is a co-owner and employee of Korhorn Financial Group, Inc. He also volunteers as a board member for Patchwork Dance Company, is a member of KGB Realty LLC, and is the Treasurer for Harris Baseball Softball.
Employment History
Current Registrations
Korhorn Financial Group
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Kfg Wealth Management, LLC
Securities America, INC.Broker
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.