Mark Brinser
Mark Brinser is a CFP-designated registered investment advisor at Stewardship Advisors, LLC, based in Mount Joy, PA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 647 clients with $460M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Contact
Mark Brinser
Location
321 W. Main Street, Mount Joy, PA, 17552
Get directionsHistory
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
Mark is an independent insurance agent for various insurance companies. He also owns Core Properties, LLC, is a partner in Freedom Offices, LLC, and is a tax preparer/owner and advisory rep of Stewardship Advisors, LLC, dedicating significant time to the advisory role.
Employment History
Current Registrations
Stewardship Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Advisors
Proequities, 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.
Exams
Additional Information
Mark is a CFP® professional and a fee-only financial planner with Stewardship Advisors, LLC. He understands that for most people, there is a gap between where they are financially and where they want to be someday. Therefore, by developing long-term relationships with his clients, he can help develop a financial plan so they can make wise financial decisions and close that gap.