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)
Stark Financial Advisers, Inc. (SFA) is a Florida-based Registered Investment Adviser (RIA) providing investment advice for a fee (“asset management services”) on a discretionary basis. They advise on a limited menu of securities. SFA serves both wrap and non-wrap clients.
| 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.
16950 U.S. Highway 441 North, Okeechobee, FL, 34972