Carl Reidemeister
Carl Reidemeister is a ChFC-designated registered investment advisor at St. Bernard Financial Services, INC., based in Lyme, CT, with 41 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.
Fee Estimator
Location
Lyme, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carl owns Financial Consulting LLC, which focuses on fixed insurance sales, dedicating about 10-20% of his time. He also owns Xtreme Mobile Adventures, an advertising/marketing business for outdoor products, spending a few hours per week on it.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
Brooklight Place Securities, INC.Broker
Afs Investment Advisors, INC.
Evolve Securities, INC.
Evolve Securities, INC.Broker
U.s.-Worldwide Financial Services, INC.Broker
Nutmeg Securities, LTD.Broker
North American Management, INC.Broker
Ilg Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Richard Boccaccio, ChFC