BS

Bernard Parks Sanders

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$125 - $25,000
Hourly Rate:$35 - $300/hr

Financial planning fees are negotiated and can be charged as a one-time fixed fee ($125-$25,000), an hourly fee ($35-$300 per hour), or a fixed periodic fee ($50-$25,000 per period). For asset management services, fees range from 0.00% to 2.50% annually, negotiated between you and your representative. The minimum account fee is 0.50%. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50% , 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable. Axiom accounts valued under $50,000 are subject to a quarterly small account fee of $20.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location

2709 Brambleton Avenue, Roanoke, VA, 24015

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
Customer Dispute
October 1998
Award / Judgment
Other Business ActivitiesSells Insurance

Bernard operates under IFA Wealth at a branch location. He is also an independent insurance agent for various insurance carriers, focusing on fixed insurance products.

Employment History
Current Registrations
Geneos Wealth Management, INC.
March 2005 - Present · 20 yrs 10 mos
Geneos Wealth Management, INC. Broker
March 2004 - Present · 21 yrs 10 mos
Previous Registrations
United Securities Alliance, INC.Broker
June 2003 - March 2004 · 9 mos
Cambridge Investment Research, INC.Broker
January 2003 - June 2003 · 5 mos
Multi-Financial Securities CorporationBroker
April 1997 - December 2002 · 5 yrs 8 mos
American Express Financial Advisors INC. Broker
May 1991 - May 1997 · 6 yrs
Ids Life Insurance CompanyBroker
May 1991 - May 1997 · 6 yrs
State Registrations7 states
GANCNMPATXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.