Charles Bernard is a registered investment advisor at White Peaks Asset Management, LLC, based in Denver, CO, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2839 Wyandot Street, Denver, CO, 80211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a real estate investor and manager of partnerships involved in real estate development and acquisitions. This activity takes up nearly full-time hours.
Employment History
Current Registrations
White Peaks Asset Management, LLC
Previous Registrations
White Peaks Asset Management, LLC
White Peaks Asset Management, LLC
White Peaks Asset Management, LLC
White Peaks Asset Management, LLC
White Peaks Asset Management, LLC
White Peaks Asset Management, LLC
State Registrations1 state
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