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.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $128,355,151 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Royal Oak, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Bernard Wealth Management Corp.
Bernard Wealth Management Corp., established in October 2011, is a Michigan-based firm owned by Kenneth M. Bernard and Andrew P. Niedermeier. The firm offers personalized Portfolio Management services tailored to clients' financial goals, risk tolerance, and unique circumstances. Investment strategies include equity and fixed income investments, with model portfolios of securities such as stocks, mutual funds, and ETFs. The firm also provides Financial Planning services on a fixed fee basis. For Portfolio Management services, fees are charged quarterly based on the account value, with negotiable rates starting at 1.00% for Equity/Growth accounts. The firm does not engage in performance-based fees and acts as a fiduciary, placing clients' interests first. Bernard Wealth Management uses fundamental and technical analysis for investment decisions and does not receive soft dollar benefits. The firm requires clients to maintain assets at Charles Schwab & Co., Inc., its custodian and broker. Clients receive regular account reviews, trade confirmations, and statements. The firm does not have custody of client funds but has "constructive custody" for fee deduction purposes. Clients can grant investment discretion, and the firm abstains from voting client securities. Bernard Wealth Management maintains a Business Continuity and Succession Plan to ensure uninterrupted client service.
$128,355,151 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Royal Oak, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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