Mark Burkhardt
Mark Burkhardt is a registered investment advisor at Stonebrook Investment, LLC, based in Ashburn, VA, with 36 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
20937 Ashburn Road, Suite 200, Ashburn, VA, 20147
Get directionsHistory
Regulatory History (6)
Customer Dispute
November 2013Customer Dispute
March 2002Customer Dispute
April 1995Regulatory
November 1993Criminal
March 1989Criminal
April 1986Employment History
Current Registrations
Stonebrook Investment, LLC
Previous Registrations
Lombard Securities IncorporatedBroker
Lombard Advisers Incorporated
Westminster Financial Securities, INC.Broker
Westminster Financial Advisory CORP
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Washington Investment CorporationBroker
J. W. Gant & Associates, INC.Broker
State Registrations4 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.