Michael Bernier is a registered investment advisor at Balefire, LLC, based in Dallas, TX, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
14221 Dallas Parkway, Suite 100, Dallas, TX, 75254
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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.
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Michael is a financial wellness coach at Fuse Partners LLC, a registered investment advisor. This activity takes up nearly all of Michael's time.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Fuse Partners, LLC
State Registrations2 states
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.