Mark Josaitis founded Barnwood Capital Management in 2022 after twenty-two years of working in the finance industry. As a wealth advisor at Barnwood, Mark specializes in financial advising and planning, investment management, and retirement planning. He strives to help clients identify and manage their personal and financial goals.
Mark attended the American College of Financial Services after attending Oakland University. Before his work at Barnwood, he worked at JP Morgan and Merrill Lynch. He has also obtained his Chartered Financial Consultant® designation.
Mark is a Michigan native and lives in Batavia, Ohio with his wife, Karen, and their cats, Laney and Arlo. In his free time, Mark enjoys treasure hunting at antique shows and flea markets, exercising, and spending time outdoors.
At Barnwood Capital Management, our goal isnt to be the biggest we want to be the best for you.
What matters most to us at Barnwood Capital Management is that you feel valued. We want you to feel listened to and understood when you voice your aspirations and concerns about your financial future. Outliving your money or having your retirement affected by inflation are real and valid concerns in the modern climate, so we want to make sure that tranquility is your biggest takeaway when working with us. We'll navigate through these concerns with you when handling your portfolio so that you can plan without worrying.
General Information |
| Firm Start Year: | 2022 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| States Licensed in: | KY, OH, MI IN, FL, SC GA, AZ, WA VA, WV |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Commodities |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Life, Health, Annuity, Variable Life, Long Term Care, Variable Annuity |
Firm Information |
| Firm's Number of Clients: | 70 |
| Firm's Number of Planning Clients: | 50 |
| Firm's Number of Managed Clients: | 70 |
| Assets Managed by Firm: | $30000000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250000 |
| Compensation Methods: | Based on Assets |
FAQs |
What are your qualifications? What is your education background?Chartered financial consultant (ChFC) is a certification received by financial advisors and planners thats offered by the American College of Financial Services. The school has offered this credential since 1982. In many ways, ChFC is an advanced form of the CFP (certified financial planner) credential. Both types of professionals offer full-service financial advice on matters ranging from investments to retirement planning to wealth management. However, the ChFC certification process is considerably more difficult than its CFP counterpart, |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?The essence of managed accounts provides us the authority to make investment specific decisions(within clearly outlined parameters) without contacting clients each time. Relationships are subject to periodic reviews to ensure the guidelines are current and relevant. |
Have you ever been charged with any breaches?No |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:00 PM |
| Tue. | 8:00 AM - 4:00 PM |
| Wed. | 8:00 AM - 4:00 PM |
| Thu. | 8:00 AM - 4:00 PM |
| Fri. | 8:00 AM - 4:00 PM |
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