Bernard & Johnson Family Wealth Management
Bernard & Johnson Family Wealth Management (CRD# 283871) is a financial advisory firm headquartered in Pasadena, CA. They manage $85,500,268 in 220 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Bernard & Johnson Family Wealth Management
By the Numbers
-
Total Assets Under Management86MILLION
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$388,638
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Bernard & Johnson Family Wealth Management
1
Michael Bernard (CRD# 2410469) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 30 years of experience in the finance industry.
2
Rachael Johnson (CRD# 4343749) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 23 years of experience in the finance industry.
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