BS
Firm Information
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 Management | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $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.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
16950 U.S. Highway 441 North, Okeechobee, FL, 34972
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stark Financial Advisers, INC.
September 2007 - Present · 18 yrs 4 mos
R.M. Stark & Co., INC.
April 2007 - Present · 18 yrs 9 mos
R.M. Stark & Co., INC.Broker
April 2007 - Present · 18 yrs 9 mos
State Registrations7 states
CTFLNCNYSCVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.