BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

Overview

Bernard & Johnson Family Wealth Management is an independent registered investment adviser that concentrates on serving individuals and family clients. The firm is set up as a limited liability company and is organized as a domestic entity with individual ownership. It identifies itself as a capital allocator, combining discretionary portfolio management with selection and oversight of third-party managers. Advisory services focus on financial planning, portfolio management for individuals and small businesses, and advisor selection, with fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Investment posture is centered on public mutual funds as the primary building block for client portfolios, with a complementary allocation to external alternative managers—specifically hedge funds—used to introduce non-correlated return streams. The firm operates under an SEC registration (2025) and does not position itself as an active ESG investor. Its practice appears to emphasize outsourced manager relationships and customized portfolio solutions for families and individuals rather than proprietary product manufacturing.

Assets & Accounts

Investments & Alternatives

Location & Offices