Bernard Czerwinski is a ChFC-designated registered investment advisor at Ascension Financial, based in Sugar Grove, IL, with 2 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $72M 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 $3.0M | 1.15% |
| $3M+ | 0.80% |
Fees are negotiable. $2,000 minimum annual fee applies.
Fee Estimator
Location
Sugar Grove, IL
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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 Activities
Bernard is a managing member of Czerwinski Consulting LLC, which provides consulting services related to operational strategy and technology for B2B manufacturers and direct consumer retail. This activity is not investment-related.
Employment History
Current Registrations
Ascension Financial
State Registrations2 states
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