Bernard Ackerman is a CFP-designated registered investment advisor at Bna Wealth, based in Rock Hill, SC, with 26 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 542 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNA Wealth manages investment portfolios for a fee based on a percentage of the assets they manage. The fees are negotiated with each client and are payable quarterly, either in advance or after the quarter. Clients also pay brokerage commissions and other transaction fees to custodians and brokers.
Location
596 Herrons Ferry Road, Suite 300, Rock Hill, SC, 29730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bernard is the president and sole stockholder of Bernard N. Ackerman, CPA, PA, a CPA firm established in 1977. This is Bernard's primary occupation, taking nearly full-time.
Employment History
Current Registrations
Bna Wealth
Previous Registrations
Consolidated Investment Advisors LLC
Bna Wealth, INC.Broker
State Registrations1 state
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