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About MARK CERNESE & ASSOCIATES
MARK CERNESE & ASSOCIATES is a leading financial advisory firm that provides comprehensive wealth management services to clients across the globe. The firm focuses on providing personalized financial solutions to individuals, families, and businesses of all sizes.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions tailored to each client’s unique needs and goals
- Utilizes a team-based approach to ensure all aspects of a client’s financial plan are taken into consideration
- Provides ongoing support and guidance to help clients achieve their financial objectives
- Actively monitors and adjusts strategies to adapt to changing market conditions and client needs
- Places a strong emphasis on transparency, education, and communication with clients
Facts and Insights
As of 2021, MARK CERNESE & ASSOCIATES has over $2 billion in assets under management, with a team of experienced advisors and staff. The firm has been in business for over 20 years, and has built a strong reputation for delivering exceptional financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $2 billion | 10+ |
Financial Services Offered
MARK CERNESE & ASSOCIATES offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm serves a diverse group of clients, including individuals, families, business owners, and high-net-worth individuals. Regardless of their background or financial situation, MARK CERNESE & ASSOCIATES is committed to providing personalized and effective solutions to help clients achieve financial success.
Fees & Compensation
MARK CERNESE & ASSOCIATES operates on a fee-based model, where fees are calculated as a percentage of assets under management. This ensures that the firm’s interests are aligned with its clients, as the better the investments perform, the more the firm earns. The firm is transparent about its fees and discloses them clearly to clients.
Background
The founder and principal of MARK CERNESE & ASSOCIATES, Mark Cernese, has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in Economics and is a Certified Financial Planner (CFP®). He is dedicated to providing objective, unbiased advice to his clients and has built a team of like-minded professionals who share his values.
Financial Advisor Disclosures to Know
MARK CERNESE & ASSOCIATES operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. The firm also has a strict code of ethics and provides full disclosure to clients about potential conflicts of interest. It is registered with the Securities and Exchange Commission (SEC) and is committed to upholding the highest level of professionalism and integrity in all aspects of its operations.