A complete list of active advisors currently associated with Bernstein Financial Advisory
Warmer can help you find a great advisor at Bernstein Financial Advisory or one who fits your needs even better.
The firm’s sole adviser provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, entrepreneurs, small business owners, charitable organizations, and other business entities. Alongside discretionary and non‑discretionary management common to independent advisers, the firm also offers public educational seminars and workshops. Investment programs are built to each client’s stated goals, time horizon, and risk tolerance, drawing on fundamental analysis, long‑term purchase strategies and option writing (including covered and uncovered strategies) where appropriate, with periodic quarterly reviews. The firm can manage accounts both with discretionary authority and on a non‑discretionary basis, and it can oversee held‑away retirement plan accounts through a third‑party platform to avoid taking custody of client credentials. What is distinctive is the combination of a very small client base with roughly $9.5 million in assets under management, a fee breakpoint practice that applies a single percentage to the entire portfolio rather than marginal tiering, and the provision of free public seminars. Supervision and compliance responsibilities rest with the sole adviser, and financial planning services are offered on an hourly basis.
To learn more about the advisors currently working at Bernstein Financial Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Minneapolis, MN
| 7
|
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