Mark Alarie is a registered investment advisor at Stirlingshire Investments, based in Orlando, FL, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 760 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Location
Orlando, FL
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Regulatory History
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 →Other Business Activities
Mark sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Mark also uses his solo 401k to purchase, renovate, sell, or rent properties through Mark D. Alarie, LLC, dedicating about half of his time to this activity.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.