Ronald Bernardi is a registered investment advisor at Bernardi Asset Management, LLC, based in Northfield, IL, with 45 years of industry experience. Ronald 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
Ronald is involved in several real estate investment entities and is the manager, president, and CEO of Bernardi Asset Management, LLC, an investment advisor firm and affiliate of Bernardi Securities, Inc., which takes a substantial amount of his time. His involvement in the real estate entities is minimal.
Employment History
Current Registrations
Bernardi Asset Management, LLC
Bernardi Securities, INC.
Bernardi Securities, INC.Broker
Previous Registrations
Columbian Securities, INC.Broker
State Registrations35 states
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