Bernard
Michaud

Sagepoint Financial, Inc

CRD#2209466
Investment Advisor
in Fairhope, AL

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About this Advisor

Bernard Michaud is a certified financial planner based out of Fairhope, Alabama, with a total of 11 years of professional experience. Michaud is an employee of Sagepoint Financial, Inc. They have spent the entirety of their career at Sagepoint Financial, Inc. Michaud maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama, Florida, Georgia and Mississippi. Sagepoint Financial, Inc is a firm operating in Fairhope, Alabama. The investment advisory business has offices in 564 locations and a total of 1,954 advisors. It oversees $10 billion in total assets between its 46,390 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 83 charitable organizations. Of its 46,390 customer accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on the services offered. Fees billed by Sagepoint Financial, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

Fairhope, AL

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

AL Average: $1,555,372,352
Total Number of Employees

1,954

AL Average: 37
Total Number of Accounts

46,390

AL Average: 1,370
Average Account Size

$215,462

AL Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bernard Michaud Work History

Bernard has 11 years of experience.

2009 - Present (12 years)

Sagepoint Financial, Inc

Disclosures

Bernard Michaud has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Philip Elliott
Meridian, ID
Helen Thornton
Conroe, TX
Jessica Scott
Houston, TX
Michael Tartarini
Westborough, MA
Juanita Stephens
Austin, TX
Stephen Myers
Canton, OH
Kathleen White
Camarillo, CA
Denise Storm
Chariton, IA

This content was compiled from the SEC and FINRA.

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