Bernard & Johnson Family Wealth Management
Bernard & Johnson Family Wealth Management (CRD# 283871) is a financial advisory firm headquartered in Pasadena, CA. They manage $85,500,268 in 220 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Bernard & Johnson Family Wealth Management
By the Numbers
-
Total Assets Under Management86MILLION
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$388,638
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Bernard & Johnson Family Wealth Management
1
Michael Bernard (CRD# 2410469) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 30 years of experience in the finance industry.
2
Rachael Johnson (CRD# 4343749) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 23 years of experience in the finance industry.
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