Thomas Bernardi is a CFA-designated registered investment advisor at Bernardi Asset Management, LLC, based in Northfield, IL, with 11 years of industry experience. Thomas 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.
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Thomas is involved in several real estate ventures, including RTM LLC, Churchill Farms Holdings LLC, and Thurber-Junction LLC, dedicating minimal time to each. He also serves as Chief Compliance Officer for Bernardi Asset Management, LLC, an affiliated investment advisor firm, which takes nearly full-time hours.
Employment History
Current Registrations
Bernardi Asset Management, LLC
Bernardi Securities, INC.Broker
State Registrations30 states
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