St. Bernard Financial Services, Inc. is a reputable investment advisory firm based out of Russellville, AR. With a total of 117 employees, including 23 dedicated to investment advisory services, the company boasts a strong team of knowledgeable professionals. Demonstrating their expertise, St. Bernard Financial Services manages an impressive average of approximately $302,520,000 in assets per investment advisor, surpassing the industry average.
Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees, ensuring that clients receive personalized and tailored services. With over 710 individual clients, the firm oversees a substantial $104,472,000 in assets under management, with a significant portion stemming from employer 401K plans and individuals, accounting for over 80% of their managed assets.
St. Bernard Financial Services, Inc. is highly qualified to provide comprehensive management of 401K plans for both employers and employees. Additionally, they offer a range of other services, including acting as a registered representative of a broker-dealer and functioning as an insurance broker or agent.
Operating from Russellville, AR, the company maintains an extensive presence with 24 offices, ensuring accessibility and convenience for their clientele. Notably, St. Bernard Financial Services features a team of seasoned advisors, including Windell Cullers, Kathryn Carroll, and Robert Keenan, who bring their wealth of experience to the table.
With a track record of success and a commitment to providing top-notch financial services, St. Bernard Financial Services, Inc. stands as a trusted partner for individuals and businesses seeking expert investment guidance and comprehensive wealth management solutions.