Michael
Bernier
Visionpoint Advisory Group
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About this Advisor
Michael Bernier is a financial advisor working out of Dallas, Texas with 1 year of industry experience. Bernier is currently employed by Visionpoint Advisory Group. Over the course of their career, Bernier has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Kiva Dunes Golf And Beach Resort, The University Of Alabama, Calhoun Community College, Eastern Illinois University, City Of Madison and Visionpoint Advisory Group LLC. Bernier holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Texas. Visionpoint Advisory Group is a registered investment company that has its headquarters in Dallas, TX. The company has offices in four locations and a total of 31 people on staff. It administers $664 million in total assets among its 2,060 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm serves five charities and foundations. Of its 2,060 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. Visionpoint Advisory Group offers a wide array of services, including 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 charged by financial advisors are based on the type of financial services offered. Fees billed by Visionpoint Advisory Group likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionpoint Advisory Group Brokerage Details
$663,766,900
31
2,060
$322,217
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
Michael Bernier Work History
Michael has been registered as a financial advisor for 1 years.*
Visionpoint Advisory Group LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Kiva Dunes Golf And Beach Resort
The University Of Alabama
Calhoun Community College
Eastern Illinois University
City Of Madison
*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 Michael Bernier 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 Visionpoint Advisory Group
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Belgrade, MT
Minneapolis, MN
Minneapolis, MN
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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