PB
PB
Paolo Bernardi is a registered investment advisor at Paolo Bernardi Advisor, based in Sausalito, CA, with 3 years of industry experience. Paolo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 11 clients with $2.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$247K average
Assets Under Management
$2.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are straight tier, not blended.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sausalito, CA
Get directionsHistory
Regulatory History (1)
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Financial
October 2021Final
Employment History
Current Registrations
Paolo Bernardi Advisor
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
CA
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.