Mark Barkasy
Mark Barkasy is a registered investment advisor at St. Bernard Financial Services, INC., based in Vernon, CT, with 22 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 841 clients with $130M 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 negotiable for accounts over $5 million.
Fee Estimator
Location
220 Hartford Turnpike, 2nd Floor, Vernon, CT, 06066
Get directionsHistory
Regulatory History (1)
Criminal
November 1998Other Business ActivitiesSells Insurance
Mark is the President/Owner of Embark Financial and Insurance Partners, LLC, where he focuses on insurance sales, dedicating nearly full-time hours to this role. He also works as a track official at Manchester High School for a few hours per week.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Ensemble Financial Services, INC.Broker
Ensemble Financial Services, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Investment Services, LLCBroker
State Registrations2 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.