BB

Bliss Margaret Bernal

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
2,219 clients
Average Client Portfolio
$45.3M average
Assets Under Management
$100.4B

Fee Structure

Pathstone's fees vary based on the services you select. They may charge asset-based fees (tiered or fixed percentage), fixed/flat fees, management fees, performance fees, or other arrangements. Fees are negotiable based on the complexity and scope of the relationship. Clients are also responsible for third-party expenses like brokerage costs and custodian fees. The firm does not provide a percentage or dollar range of fees in its Form ADV.

Areas of Practice
Investment ManagementEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
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Advisor Information

Office location

1048 Pearl St, Suite 450, Boulder, CO, 80302

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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.

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Employment History
Current Registrations
Pathstone
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Crestone Asset Management LLC
August 2020 - May 2024 · 3 yrs 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Bliss Margaret Bernal - Financial Advisor | AdvisorDiscover