William Bernhardt
William Bernhardt is a CFA-designated registered investment advisor at Kestra Advisory Services, LLC, based in Warrington, PA, with 22 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
2600 Kelly Road, Suite 210, Warrington, PA, 18976
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
William works for Kestra Advisory Services, LLC providing investment advisory services and spends nearly full-time hours there. He also works for NFP Executive Benefits/MyDeferral doing consulting, insurance, and investment advisory services, and volunteers with the Boy Scouts of America.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
State Registrations15 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.
Exams
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