Bernard Gwandiku
Bernard Gwandiku is a registered investment advisor at Gwan Global Services, CORP., based in Elk Grove, CA, with 6 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
For qualified clients, GGSC also offers a performance-based fee of 1.00% of assets under management along with 20.00% of capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
Elk Grove, CA
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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 ActivitiesSells Insurance
Bernard works as a real estate agent for Keller Williams Realty and owns an equipment rental business. Bernard also engages in insurance marketing and sales, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Gwan Global Services, CORP.
Previous Registrations
Gwan Global Services, CORP.
State Registrations1 state
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