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What We Do
What We Do
How We Work
Our Investment Philosophy
Strategic Client Consulting Process
Strategic Investment Management Process
Our Service Goals
Our Fees

 
ur clients may engage Bernhardt Wealth Management for hourly consultations, financial planning analysis or portfolio management. Our fee for portfolio management is calculated as a percentage of the assets we manage, and our minimum fee for this service is $10,000 per year.

For a more detailed explanation of our fees, please refer to our Form ADV.





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Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission.  BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services.  Any communications with prospective clients residing in states or international jurisdictions where BWM and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Copyright © 2006 Bernhardt Wealth Management, All rights reserved.