Stephen Liska
Stephen Liska is a registered investment advisor at Black Coral Financial Advisors, LLC, based in Naples, FL, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 88 clients with $500M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable based on account objectives, level of service, other assets under management, or other relationships that the client has with Black Coral and other relevant facts and circumstances.
Fee Estimator
Location
Naples, FL
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Regulatory History (1)
Regulatory
February 2026Employment History
Current Registrations
Black Coral Financial Advisors, LLC
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations3 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.