Mark Cernese & Associates manages client portfolios based on their individual needs and risk tolerance, primarily using mutual funds, exchange traded funds, stocks, and bonds. The firm also offers retirement planning services. Before managing a portfolio or developing a retirement plan, Mark Cernese & Associates reviews a client's financial objectives and works with them to develop an appropriate investment plan and asset allocation.
Assets Under Management$3.9M
Clients13
Advisors1
Avg. per Client$300K
Avg. per Advisor$3.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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