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BERNARD WEALTH MANAGEMENT CORP.

Tel: 248-556-2900
360 N. Main St.
Suite 430
Royal Oak, Michigan  48067

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BERNARD WEALTH MANAGEMENT CORP.

BERNARD WEALTH MANAGEMENT CORP. is a Royal Oak, Michigan based financial advisory firm with nearly $158,861,606 in assets under management and provides investment advisory services for 618 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

159533

SEC#:

801-119146

No. of Clients:

618

Assets under Management

$158,861,606

No. of Advisors:

5

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