Sara Berkowicz
Sara Berkowicz is a CFP-designated registered investment advisor at Lifemark Securities CORP., based in Skokie, IL, with 24 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
Skokie, IL
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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
Sara is involved with Can I Keep The House, Inc., a financial planning and divorce mediation firm, dedicating about half of her time to financial planning, divorce financial analysis, mediation, tax preparation, public speaking, and life & health insurance sales. Sara also works minimally at Century 21 MB Real Estate and is a faculty member at The College For Financial Planning.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Seidman Private Securities LLCBroker
Seidman Private Advisors LLC
Lifemark Securities CORP.Broker
Lasalle St Securities, L.L.C.Broker
Fr&r Financial Services, L.L.C.
Waterstone Financial Group, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
Dreher & Associates, INC.Broker
State Registrations3 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.