Bernstein Financial Advisory offers investment management services, both with and without the firm making trades without asking first. They also provide financial planning and consulting on topics like retirement, education, and tax planning. The firm also holds seminars and workshops to educate the public on investments.
Assets Under Management$9.5M
Clients6
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...