Mark Burka is a CFA-designated registered investment advisor at Mendel Money Management INC, based in Northbrook, IL, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 218 clients with $300M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are subject to negotiation.
Fee Estimator
Location
1200 Shermer Rd Ste 216, Northbrook, IL, 60062
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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 Activities
Mark is a board member of Indian Peaks Brewing Company, a partner at Sun Creative Investments L.P., and an owner of Burka Oceanage, LLC. He also serves as a member and co-chair of the Makom Solel Lakeside Congregation Endowment Fund Committee; each of these activities requires minimal time.
Employment History
Current Registrations
Mendel Money Management INC
Previous Registrations
Ziegler Capital Management, LLC
Ziegler Capital Management, LLC
State Registrations2 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.