St. Bernard Financial Services provides investment advice to individuals and small businesses. They design and implement portfolios using registered securities, annuities, and life insurance. Clients can set restrictions on the types of investments used. St. Bernard works with other firms to provide some services and aims to provide objective advice without pressure to sell specific products.
Assets Under Management$130M
Clients841
Advisors42
Avg. per Client$160K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
42 Advisors at this firm
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