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Jeremy Sakulenzki

St. Bernard Financial Services, INC.
12 Years of Experience
San Antonio, TX
Broker
View SEC Summary
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Jeremy Sakulenzki is a registered investment advisor at St. Bernard Financial Services, INC., based in San Antonio, TX, with 12 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 clients with $140M in assets under management.

St. Bernard Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
798 clients
Average Client Portfolio
$171K average
Assets Under Management
$136.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.75%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $5.0M1.00%
$5M+1.00%

Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9901 IH 10 West, Suite 800, San Antonio, TX, 78230

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeremy is involved with Creative Benefit Administrators, a third-party administrative, billing, FSA, and Cobra service, since 2020. This takes about a quarter of Jeremy's time.

Employment History
Current Registrations
St. Bernard Financial Services, INC.
December 2016 - Present · 9 yrs 10 mos
St. Bernard Financial Services, INC.
March 2016 - Present · 10 yrs 7 mos
St. Bernard Financial Services, INC.Broker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Nylife Securities LLCBroker
August 2014 - March 2016 · 1 yr 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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