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Advisor

Mark Sladkus

Red Lighthouse Investment Management · Hillsdale, New York

Mark Sladkus is a fee-only financial advisor at Red Lighthouse Investment Management in Hillsdale, New York. Mark charges a percentage of assets (1% a year on the first tier of assets managed and a $2,000,000 asset minimum).

Percentage of assets Fee-only

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Facts

FirmRed Lighthouse Investment Management
Based in Hillsdale, New York
Fee modelPercentage of assets
Fees (firm's website)1% a year on the first tier of assets managed · A $2,000,000 asset minimum
Assets under management$612.2M across 343 accounts
SEC registration Investment adviser representative in NY · CRD 874154
Exams passedSeries 65 (2007)
Firm size1 employee
Disclosures None reported
Websitewww.redlighthouseinvestment.com
LinkedInProfile

How Mark's firm compares

  • Red Lighthouse Investment Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 343 accounts).

What fee-only advisors charge in New York

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Questions about Mark

Is Mark Sladkus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Red Lighthouse Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Mark charge for financial advice?

Mark charges a percentage of assets.

How much does Mark charge?

According to Red Lighthouse Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.

Where is Mark Sladkus based?

Mark Sladkus is based in Hillsdale, New York.

Is Mark Sladkus registered with the SEC?

Yes. Mark Sladkus is registered as an investment adviser representative in NY (CRD 874154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Red Lighthouse Investment Management manage?

Red Lighthouse Investment Management reports $612.2M across 343 accounts in assets under management.

How do I contact Mark Sladkus?

Through Mark's website, www.redlighthouseinvestment.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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