Charles Robert Bernard

White Peaks Asset Management, LLC

20 Years of Experience

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Firm Information

White Peaks Asset Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

1 advisor

Number of Clients

8 clients

Average Client Portfolio

$532K average

Assets Under Management

$4.3M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

WPAM charges an annual Investment Advisory Fee based on a percentage of assets under management. Generally speaking, fees are 1% for advisory fully discretionary investment accounts. While there is no formal minimum account requirement, WPAM generally seeks to work with clients who have investable assets of at least $500,000.

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Areas of Practice

Investment Management

Advisor Information

Office location

Denver, CO

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Charles is a real estate investor and manager of partnerships involved in real estate development and acquisitions. This activity takes up nearly full-time hours.