Nicholas Bernardo is a CFP-designated registered investment advisor at Wellfull, based in Harleysville, PA, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 964 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellfull manages investments, typically using a financial plan to guide decisions. If there's no plan, they'll use a risk assessment. They manage accounts on a discretionary basis, meaning they don't need your approval for each trade. Fees range from 0% to 2% per year of the value of your investments. The specific fee depends on the size of your account, complexity, and the amount of financial planning work needed. In limited cases, a fixed annual fee may be determined for asset management and/or ongoing financial planning services. There is a minimum fee of between $45 and $60 per year for smaller related accounts.
Location
272 Ruth Road, Harleysville, PA, 19438
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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 ActivitiesSells Insurance
Nicholas works as a financial advisor for Bernardo Wealth Planning, dedicating about a quarter of his time. He is also involved in several real estate ventures and works as an insurance agent, each taking minimal time or about a quarter of his time, respectively.
Employment History
Current Registrations
Wellfull
Previous Registrations
Platinum Wealth Partners
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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