Mark Cernese & Associates

Overview

Mark Cernese & Associates operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored for both individuals and small businesses, as well as institutions. The fee structure includes a percentage of assets under management, subscription fees, and fixed fees, allowing for flexibility in how clients are charged. The firm does not engage in capital allocation or operate as a multi-state adviser, and it does not actively pursue ESG investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices