Arthur Bernaducci
Arthur Bernaducci is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Vancouver, WA, with 32 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
Get directionsHistory
Regulatory History (4)
Financial
September 2017Regulatory
February 2015Customer Dispute
December 2012Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Arthur is the owner and an insurance agent for The Retiring Baby Boomer Group LLC since 2020, selling insurance products. He dedicates about a quarter of his time to this activity, with half of that time during trading hours.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Retirement Income Advisory Group LLC
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Carillon Investments, INC
Carillon Investments, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Mimlic Sales CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.