Deanna Harless is a CFP-designated registered investment advisor at Bernard Wealth Management CORP., based in Royal Oak, MI, with 15 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 321 clients with $280M 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 $1.0M | 1.00% |
| $1M+ | 0.85% |
Schedule shown is for Equity/Growth and Balanced accounts. Fixed Income Only: 0.65% on first $1M, 0.50% above $1M. Tax-free Fixed Income Only: 0.50% on first $1M, 0.35% above $1M, 0.30% above $5M. Fees and $250,000 account minimum are negotiable. Alternatively, BWM may agree to a flat quarterly or annual fee for investment management services, ranging from $1,000 to $20,000 annually.
Fee Estimator
Contact
Deanna Harless
Location
360 N. Main St., Suite 430, Royal Oak, MI, 48067
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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 →Employment History
Current Registrations
Bernard Wealth Management CORP.
Previous Registrations
Creative Planning
Bernard Wealth Management CORP.
Securities America, INC.Broker
Centaurus Financial, INC.Broker
LPL Financial CorporationBroker
State Registrations2 states
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