Denise Sarkor is a registered investment advisor at Sarkor Financial Advisors, based in Bloomfield, NJ, with 3 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 9 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Investment Management is available for clients utilizing Comprehensive Financial Planning services. The first $500,000 is included with Comprehensive Financial Planning. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
Bloomfield, NJ
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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 Activities
Denise is the Principal and Lead Executive Coach at New Roots Living, a professional coaching and management training company, since 2016. She dedicates a few hours per week to this activity, coaching clients on evenings and weekends.
Employment History
Current Registrations
Sarkor Financial Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.Broker
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.