Bernard Mckinney is a registered investment advisor at Revisor Wealth Management LLC, based in Akron, OH, with 23 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,090 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees may be negotiable for accounts over $2,000,000.
Fee Estimator
Location
2650 W. Market St., 2nd Floor, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bernard provides CPA, tax, and accounting services, dedicating nearly full-time hours to this activity. He also works as an IAR with Revisor Wealth Management, spending a few hours per week on this role.
Employment History
Current Registrations
Revisor Wealth Management LLC
Previous Registrations
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations1 state
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