MS
MS

Mark Sladkus

4 Years of Experience
Hillsdale, NY

Mark Sladkus is a registered investment advisor at Red Lighthouse Investment Management, LLC, based in Hillsdale, NY, with 4 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 110 clients with $610M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
110 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$612.2M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.50%
$4.0M - $5.0M0.50%
$5M+0.50%

Fees are negotiable for amounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Hillsdale, NY

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Red Lighthouse Investment Management, LLC
April 2021 - Present · 5 yrs 1 mo
State Registrations1 state
NY
Advisor

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.
Mark Sladkus - Financial Advisor | TrueAdvisor