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Michael Karl Bernier

Fuse Partners, LLC

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About Michael Karl Bernier

Michael Karl Bernier is a financial advisor based in DALLAS, TX. Michael Bernier is registered to provide investment advisory services in South Dakota and Texas and is currently employed by Fuse Partners, LLC, a registered investment advisor, in DALLAS, TX. Michael Bernier has been in the financial services industry for over 10 years, and has a Series 65 license and the Securities Industry Essentials (SIE) exam. Michael Bernier specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Michael Bernier is currently registered with Fuse Partners, LLC. Fuse Partners, LLC is an investment advisor headquartered in Dallas, Texas. With 27 licensed agents and 36 investment adviser representatives, the firm manages approximately $903,235,112 in assets for individuals, corporations, pension plans, charitable organizations, and other clients. They offer a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Fuse Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$903.24M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Bernier’s Registration & Firm History

TX

01/11/2024 - Present

Fuse Partners, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 07/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Karl Bernier.
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