| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
130 Washington St, Box 130, Glandorf, OH, 45848
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bernard owns Nienberg Investments & Insurance, a sole proprietorship insurance agency, and works there about a quarter of his time. He also works as a benefits representative for OSMA Insurance Agency Inc, spending about half his time there, and co-owns a rental property, dedicating minimal time.