Stark Financial Advisers provides investment advice for a fee, managing investments on your behalf. They focus on publicly traded stocks, bonds, ETFs, and mutual funds. Stark Financial Advisers offers a wrap-fee program through R.M. Stark & Co., Inc. and also manages non-wrap accounts. Clients can place reasonable restrictions on their accounts. When advising on retirement accounts, Stark Financial Advisers acts as a fiduciary, prioritizing your best interests.
Assets Under Management$82M
Clients164
Advisors6
Avg. per Client$500K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. SFA may waive fees for employees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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