Mark Josaitis
Barnwood Capital Management
176 Barnwood Drive Suite A
Edgewood, KY 41017
8592793361
About Barnwood Capital Management
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.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
2-4
CRD#
5998829
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
KY, OH, MI IN, FL, SC GA, AZ, WA VA, WV
Years of Experience in Financial Services
12
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
Compliance
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
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®
Securities Licenses
Series 7, Series 66
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
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org 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