Bernadette Huang is a CFA, CFP-designated registered investment advisor at Equita Financial Network, INC., based in New Haven, CT, with 16 years of industry experience. Bernadette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 434 clients with $390M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Total client fees when using a sub-adviser will not exceed 3% of the portfolio.
Fee Estimator
Location
New Haven, CT
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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 Activities
Bernadette owns a residential property for personal use through 11 Sandpiper Road, LLC. She spends minimal time on maintenance of the property.
Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
Kreitler Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
Hsbc Securities (USA) INC.Broker
State Registrations2 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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