Bernicke Wealth Management provides wealth management services, including investment management and financial planning. Bernicke Wealth tailors its services to meet client needs, determining objectives, time horizons, and risk tolerance through personal discussions. They manage accounts on a discretionary basis, primarily offering ETFs, bonds, stocks, cash, and mutual funds, and in some cases alternative investments, interval funds, structured notes. Financial planning services are included with investment management, but stand-alone financial planning is also available.
Fee Structure
Bernicke Wealth charges a fee based on a percentage of the assets they manage for you. The specific annual fee is identified in your contract with Bernicke Wealth. The fee is based on the average daily balance and is billed monthly in arrears. The maximum annual fee is 1.75%. The firm may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.