Bernard & Johnson Wealth Management provides financial planning and investment management services. Financial planning covers areas like retirement, insurance, and education savings. Investment management involves creating customized strategies using mutual funds and separately managed accounts. Bernard & Johnson may recommend independent money managers. The firm acts as a fiduciary, committed to acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the size and complexity of the client relationship, future asset levels and the overall scope of services. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.