Matthew Bernardi
Matthew Bernardi is a registered investment advisor at Bernardi Asset Management, LLC, based in Northfield, IL, with 12 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 69 clients with $330M 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 $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.20% |
Asset Allocation Platform charges a flat 0.40% on all assets. Fees are negotiable for long-term relationships, large accounts, charitable or municipal organizations, and specific investment guidelines.
Fee Estimator
Location
423 Central Avenue, Northfield, IL, 60093
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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
Matthew is involved in several real estate investment entities, including MPBC Holdings LLC, RTM LLC, Churchill Farms Holdings LLC, and Thurber-Junction LLC, dedicating minimal time to each. He also works as an investment advisor for Bernardi Asset Management, LLC, spending nearly full-time hours there.
Employment History
Current Registrations
Bernardi Asset Management, LLC
Bernardi Securities, INC.Broker
State Registrations28 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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