Top financial advisors in Royal Oak, MI
We’ve curated a list of the best financial advisors in Royal Oak, take a look at it below
Find an advisor in Royal Oak| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $128,355,151 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Royal Oak, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Royal Oak. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Bernard Wealth Management Corp.
Bernard Wealth Management Corp. is a financial advisory firm based in Royal Oak, Michigan. It currently has approximately $128,355,151 of assets under management and employs about 5 people. Bernard Wealth Management Corp. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$128,355,151
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119146
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.