Marjorie Netkin
Marjorie Netkin is a registered investment advisor at St. Bernard Financial Services, INC., based in Mountainside, NJ, with 39 years of industry experience. Marjorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1199 Route 22 East, Suite 306, Mountainside, NJ, 07092
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Marjorie is the president and 99% owner of Edgewood Financial Group Inc., operating as a DBA for Woodstock Wealth Management, Inc. & St Bernard Financial Services, dedicating minimal time. She is also a registered representative with St Bernard Financial Services, spending a few hours per week, and a sole proprietor offering non-securities insurance, spending minimal time.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.Broker
Woodstock Financial Group, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Advest, INC.Broker
Prudential Securities IncorporatedBroker
Oppenheimer & CO., INC.Broker
Lehman Brothers INC.Broker
Sunrise Capital CORP.Broker
Cowen & CO.Broker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations7 states
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.