MB
CFP
MB
CFP
Michael Bernier
20 Years of Experience
Poway, CA
1 DisclosureMay Earn Commission
Michael Bernier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Poway, CA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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Location
Poway, CA
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2024Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Canter Wealth
January 2019 - November 2024 · 5 yrs 10 mos
Pure Financial Advisors, INC.
February 2010 - January 2019 · 8 yrs 11 mos
Financial Designs LTD.
May 2005 - April 2013 · 7 yrs 11 mos
State Registrations2 states
CATX
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.