Bernard Wealth Management Corp.
Bernard Wealth Management Corp. (CRD# 159533) is a financial advisory firm headquartered in Southfield, MI. They manage $62,188,360 in 368 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts368ACCOUNTS
Average Account Value$168,990
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Kenneth Bernard (CRD# 4713729) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Farmington Hills, MI and has 1 year of experience in the finance industry.
Linda Gilles (CRD# 2412604) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Southfield, MI and has over 3 years of experience in the finance industry.