Bernard Lefils is a registered investment advisor at Lefils Wealth Management LLC, based in Orange City, FL, with 7 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 27 clients with $10M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
161 E Rose Ave, Orange City, FL, 32763
Get directionsHistory
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
Bernard is a managing member of Diamond L Cattle Company, LLC, a commercial cattle operation, dedicating minimal time to maintenance and feeding. He is also a full-time employee and CPA at LeFils & Company, LLC, a CPA firm, but will devote less time as his financial advising business grows.
Employment History
Current Registrations
Lefils Wealth Management LLC
State Registrations1 state
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.