Stefan Bernardi
Stefan Bernardi is a registered investment advisor at Invesco Advisers, INC., based in Birmingham, MI, with 13 years of industry experience. Stefan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 82,498 clients with $750B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee ranges vary significantly by investment strategy and program type, generally spanning from 0.01% to 1.50% for separate accounts and 0.00% to 0.75% for wrap programs. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Birmingham, MI
Get directionsHistory
Regulatory History (1)
Criminal
December 2007Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
State Registrations53 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
More Advisors
- Michael Tituskin, PFSNorthpoint Financial
- Jason Close, CFA, CFPMotive Wealth Advisors, LLC
- John Stein, CFAArax Advisory Partners
- George Sukkar, CFPPrivate Advisor Group, LLC
- Isaiah Bleiler, CFPInnovia Wealth, LLC
- Scott Bennett, CFPRaymond James & Associates, INC.