Bernhardt Wealth Management, Inc. is a large advisory firm based in Mclean. It manages $398.91 million of regulatory assets for 886 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of District of Columbia, Louisiana, Maryland, and 4 other states.
Bernhardt Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bernhardt Wealth Management, Inc. is $398.91 million. The firm's AUM has grown by 643% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bernhardt Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gordon Joel Bernhardt is high net worth individuals with 191 clients and $364.64 million of assets under management. Among the 7 most similar advisory firms, Bernhardt Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $398.91 million for 278 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bernhardt Wealth Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bernhardt Wealth Management, Inc. is owned by Timothy Stephen Koehl. Gordon Joel Bernhardt has been acting as President since 1 Jan 1995. Solon George Vlasto joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bernhardt Wealth Management, Inc. performs its advisory services is located at 7601 Lewinsville Road, Mclean, VA 22102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-356-4380 or by fax 703-356-4383. The normal business hours are by appointment only on Other. You can find more information about the New York firm at profilesinsuccessbook.com.