GS

Gary Lester Stark

Stark Financial Advisers, INC.
52 Years of Experience
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Firm Information

Stark Financial Advisers, INC.
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
164 clients
Average Client Portfolio
$503K average
Assets Under Management
$82.5M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $150K2.00%
$150K - $500K1.65%
$500K - $2.0M1.50%
$2M+1.50%

Fees are negotiable, and existing clients may pay different rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

SFA charges a tiered annual fee based on the assets they manage for you. The rate you pay depends on the size of your portfolio. Fees are negotiable, and existing clients may pay different rates based on their original agreement. SFA seeks clients with at least $100,000 per account. For the wrap-fee program, please refer to the dedicated Wrap Fee Brochure.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement Planning

Advisor Information

Office location

16950 U.S. Highway 441 North, Okeechobee, FL, 34972

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Regulatory History (1)
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Regulatory
June 1996
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stark Financial Advisers, INC.
September 2002 - Present · 23 yrs 4 mos
R.M. Stark & Co., INC.Broker
August 1994 - Present · 31 yrs 5 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
December 1988 - July 1994 · 5 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1982 - December 1988 · 6 yrs 2 mos
Paine, Webber, Jackson & Curtis INC. Broker
September 1978 - October 1982 · 4 yrs 1 mo
Paine, Webber, Jackson & Curtis IncorporatedBroker
August 1974 - January 1980 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
August 1973 - September 1974 · 1 yr 1 mo
State Registrations14 states
AZCACOCTFLGAMANCNVNYPAPRTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.