Rhonda Bernier is a registered investment advisor at Savior Wealth, based in Lakeville, MA, with 4 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management. Their firm serves 248 clients with $110M 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 $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Advisory fees are negotiable and Savior Wealth may determine to waive or reduce its fee for any reason.
Fee Estimator
Location
65 Main Street, Lakeville, MA, 02341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhonda is the president and accountant at Parent & Bernier, Inc., an accounting firm, since 2011. This role takes nearly full-time hours, including time during securities trading hours, and involves preparing income tax forms for various entities.
Employment History
Current Registrations
Savior Wealth
Previous Registrations
The Patriot Financial Group, LLC
State Registrations1 state
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