Robert Bernard
Robert Bernard is a registered investment advisor at Retirement Planners of America, based in Byron, MN, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,827 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Planners of America manages investments through a wrap-fee program. The annual advisory fee is generally 1.30% of the value of your portfolio, including cash. Certain legacy clients may pay 1.25%. RPOA Direct clients pay 1.85%. This fee covers investment management and brokerage services. Accounts are also subject to an annual platform fee of 0.40%.
Location
Byron, MN
Get directionsHistory
Regulatory History (1)
Financial
March 2017Other Business Activities
Robert is a co-owner of Pastor Bob's Grillin' Magic, a small family seasoning business operating under a cottage food license since 2017. He spends minimal time answering customer questions via email or Facebook Messenger.
Employment History
Current Registrations
Retirement Planners of America
Previous Registrations
Carlson Capital Management, LLC
Fisher Investments
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.