Meehan, Bernard
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and investment advisory services to individual clients, serving both high‑net‑worth and non‑high‑net‑worth households and managing about $7.1 million across 36 client accounts. It accepts both discretionary and non‑discretionary mandates and also offers hourly consultative reviews for portfolios it does not implement or oversee (for example, a review of a New York State Section 529 plan).
In constructing and managing portfolios the firm combines fundamental analysis with technical, charting and cyclical methods, and tailors recommendations to each client’s stated risk tolerance and objectives. Accounts are monitored at least quarterly with semiannual performance reviews, and the firm maintains written transaction logs and a Code of Ethics to address personal trading conflicts.
Noteworthy among peers, the firm provides stand‑alone hourly consultations for advice-only engagements while maintaining a centralized advisory model in which the owner personally reviews client accounts. The firm does not vote proxies on clients’ behalf, leaves voting responsibility to clients, and discloses no disciplinary history or outside industry affiliations.
Client services
Expertise
Fee options
$0 - $100,000: 0.50% to 1.40% $100,001 - $500,000: 0.50% to 1.40% $500,001 - $1,000,000: 0.50% to 1.30% $1,000,001+: 0.50% to 1.25%
Up to $125.00 per hour for consultative work
Main office
Astoria NY
Advisors at this office
1
Most active in
New York
Also doing business as
Bernie Meehan · Forge Financial Services · Meehan, Bernard · Meehan, Bernard Norman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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