Anthony Bernardo is a registered investment advisor at Wellfull, based in Harleysville, PA, with 45 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 801 clients with $870M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
801 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$866.4M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.00% to 2.00% annually and are negotiable based on account size, complexity, and ongoing planning needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
272 Ruth Road, Harleysville, PA, 19438
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2010Settled
Customer Dispute
April 2009Denied
Employment History
Current Registrations
Wellfull
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Platinum Wealth Partners
August 2016 - November 2017 · 1 yr 3 mos
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1997 - January 2009 · 11 yrs 3 mos
State Registrations2 states
PATX
Advisor
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
No exam information available for this advisor.
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