Bernard Tan is a registered investment advisor at Modernist Financial, LLC, based in Portland, OR, with 1 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 48 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 $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1000K - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fees negotiable for amounts over $20,000,000.
Fee Estimator
Location
707 SW Washington Street, Suite 910, Portland, OR, 97205
Get directionsHistory
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 →Employment History
Current Registrations
Modernist Financial, LLC
State Registrations1 state
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.