Nicholas Bernhardt is a registered investment advisor at Align Advisor Group, LLC, based in Vineland, NJ, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 199 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Align Advisor Group offers investment management services where the fee is based on a percentage of the value of your portfolio and is negotiable, generally ranging between 0.75% and 1.25% per year. The fee is paid quarterly in advance. Align also offers access to advisory services via mutual funds directly with American Funds where the advisory fee will not exceed 1.50% across assets in the program, however the fee rate is not negotiable. These fees will be deducted quarterly in arrears.
Location
3071 E Chestnut Ave, Suite C9, Vineland, NJ, 08361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is a real estate agent since 2014 and operates Bernhardt Asset Management as a DBA for his LPL business, dedicating full-time hours. He also engages in real estate rental activities through NSB Real Estate Holdings, spending minimal time on this.
Employment History
Current Registrations
Align Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations15 states
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