Bernard Atkins is a registered investment advisor at First Advisors National, LLC, based in Atlanta, GA, with 13 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2222 Peachtree Rd NW, A6, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2002Settled
Employment History
Current Registrations
First Advisors National, LLC
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
AXA Advisors, LLC
November 2003 - February 2009 · 5 yrs 3 mos
State Registrations1 state
GA
Advisor
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.
Exams
No exam information available for this advisor.