George Bernard
George Bernard is a registered investment advisor at Healthview Asset Management, INC., based in Pittsburgh, PA, with 48 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 180 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HVAM charges a percentage of the value of your portfolio, or a fixed fee. The exact percentage ranges from 0.10% to 2.50% and is determined by factors such as the amount you invest, the complexity of the service, and the types of services you need. Sub-advisor fees range from 0.25% to 0.50% and are in addition to HVAM's fees. The combined fees will not exceed 3%.
Location
219 N Main Street, Pittsburgh, PA, 15215
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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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George is a managing director at Bennington Asset Management LLC, an independent marketing company, and an independent medical consultant for Worldcare North America. He also holds general partner positions in three real estate ownership entities, dedicating minimal time to these activities.
Employment History
Current Registrations
Healthview Asset Management, INC.
Previous Registrations
Advisory Group Equity Services LTD.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Gilford Securities IncorporatedBroker
Moors & Cabot, INC.Broker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
Gruntal & CO. IncorporatedBroker
Tucker, Anthony & R. L. Day, INC.Broker
Moseley, Hallgarten & Estabrook INCBroker
Moseley Securities CorporationBroker
Shields Model Roland IncorporatedBroker
State Registrations4 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.