Bernhardt Capital Advisors, LLC
Bernhardt Capital Advisors, LLC (CRD# 133060) is a financial advisory firm headquartered in , . They manage $550,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$550,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
David Bernhardt (CRD# 4916301) is an Investment Advisor Representative working at Bernhardt Capital Advisors, LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry.