John Tranas is a registered investment advisor at Bernardi Asset Management, LLC, based in Northfield, IL, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69 clients with $330M 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 $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.20% |
Fees are negotiable for long term relationships, large accounts, charitable, civic and municipal organizations, and investment guidelines. The Asset Allocation Platform fee is 0.40% on all assets.
Fee Estimator
Location
423 Central Avenue, Northfield, IL, 60093
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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
John is a portfolio manager at Bernardi Asset Management, LLC, an investment advisor firm and affiliate of Bernardi Securities, Inc. This activity takes nearly all of John's time, primarily during trading hours.
Employment History
Current Registrations
Bernardi Asset Management, LLC
Bernardi Securities, INC.Broker
State Registrations22 states
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.