Mark Kirsche is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Liverpool, NY, with 30 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 150 clients with $450M in assets under management.
Hazard & Siegel Advisory Services does not manage your investments directly through a standard in-house schedule. Instead, the firm helps connect you with third-party money managers who charge their own fees. Depending on the arrangement, you may pay fees based on a percentage of your portfolio, an hourly rate, or a flat fee. Some representatives may also receive commissions on certain products if handled through an affiliated broker, though commission-based products are generally not recommended for advisory clients.
Liverpool, NY
Get directionsMark is an independent agent selling long-term care and fixed life insurance, spending about a quarter of his time on this. He also sells life and disability income insurance, dedicating a few hours per week, and refers clients to a registered investment advisor, spending minimal time on this.
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.