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).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $168,990
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Bernard Wealth Management Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth M. Bernard
CRD#: 4713729
Farmington Hills, MI
90
Wealthminder
score

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.

2
Linda J. Gilles
CRD#: 2412604
28411 Northwestern Hwy., Suite 200, Southfield, MI 48034
78
Wealthminder
score

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.

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