Stark Financial Advisers, INC.
Assets Under Management
$82.5M
Number of Clients
164
Number of Advisors
6
Average Client AUM
$503K
AUM per Advisor
$13.7M
Compensation
Fee-Only (AUM)
About This Firm
Stark Financial Advisers (SFA) offers investment advice for a fee on a discretionary basis, meaning they can execute trades without client approval for each transaction. They advise on publicly traded stocks, fixed-income instruments, ETFs, mutual funds, and options. SFA also sponsors a wrap-fee program.
Fee Structure
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
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
Location
16950 U.S. Highway 441 North, Okeechobee, FL, 34972