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 15 years of relevant experience. Michaud is on the advisory team at Sagepoint Financial, Inc. They have been an employee of Sagepoint Financial, Inc for their complete career. Michaud holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Florida, Georgia and Mississippi. Sagepoint Financial, Inc is an advisory business based in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 people on staff. It handles $17 billion in total assets between its 86,848 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 113 charitable organizations. Of its 86,848 client accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides 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. Financial management fee schedules usually depend on which services the firm provides the client. Fees billed by Sagepoint Financial, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 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

Office Location

Fairhope, AL

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

AL Average: 37
Total Number of Accounts

86,848

AL Average: 1,370
Average Account Size

$189,744

AL Average: $1,135,308

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 been registered as a financial advisor for 15 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bernard Michaud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Timothy Sepsi
Lemont Furnace, PA
Jairo Acevedo
Phoenix, AZ
Jeffrey Dzwonkowski
Syracuse, NY
David Walkup
Spring, TX
Kenneth Hagar
Sterling Heights, MI
Kelcie Schiraldi
Youngstown, OH
Alan Pederson
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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