Bernard Semon is a registered investment advisor at Oneseven, based in El Paso, TX, with 27 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
210 N. Stanton St, Ste. 3, El Paso, TX, 79901
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2021Criminal
December 2014Customer Dispute
December 2007Other Business Activities
Bernard serves as a board member with El Paso Pro-Musica. This activity is not investment-related.
Employment History
Current Registrations
Oneseven
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.