Mitchell Bernards is a registered investment advisor at Pivotal Wealth and Tax, based in Bloomington, MN. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 226 clients with $13M 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 $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $500K | 1.05% |
| $500K+ | 1.00% |
Fees are negotiable. For accounts managed through Pontera, the fee is 1% of the assets held in the Pontera account, plus 0.25% on transfer on death individual (TODI) account assets held outside of the client's qualified account.
Fee Estimator
Location
3600 American Blvd W, Ste 425, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pivotal Wealth and Tax
State Registrations1 state
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