Advisor at St. Bernard Financial Services, Inc.
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Firm
St. Bernard Financial Services, Inc.
Location
San Antonio, TX 78230
Credentials
Series 63, Series 65
Industry experience
11 years
Jeremy Sakulenzki is a financial advisor with St. Bernard Financial Services, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with St. Bernard Financial Services since 2016. Outside of his advisory role, he is involved with Creative Benefit Administrators, a third-party administrative business focused on billing, FSA, and COBRA services. St. Bernard Financial Services works with individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services that include portfolio management and financial planning. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.
Based on St. Bernard Financial Services, Inc.
Flat fee negotiable for certain advisory services.
$0 - $50,000: 2.00% annually $50,001 - $100,000: 1.75% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $501,000 - $5 million: 1.00% annually $5 million+: Negotiable
Commissions received on certain variable insurance products and brokerage transactions; commission amounts vary by product.
$125 per hour for consultations and financial planning.
Fee-only: Hourly rate of $125 per hour for consultations and financial planning; typically 8 to 10 hours for a plan.
9901 Ih 10 West, Suite 800
San Antonio, TX 78230
Texas
St. Bernard Financial Services, Inc.
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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