Stephen Stark
Stephen Stark is a registered investment advisor at Main Street Investors, LLC, based in Brentwood, TN, with 34 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, Retirement Planning, Tax Planning. Their firm serves 103 clients with $22M 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 $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. All clients will invest in the mutual funds run by Matson Money. Matson Money does not receive any advisory fee; it is compensated solely via the 0.50% fee associated with its mutual fund. The aggregate management fees charged by MSI and Matson Money will not exceed 0.50% annually.
Fee Estimator
Location
205 Powell Place, Suite 209, Brentwood, TN, 37027
Get directionsHistory
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 ActivitiesSells Insurance
Stephen is involved with MediStaff, providing staff for respite and in-home personal care, dedicating minimal time. Stephen is also a licensed insurance agent, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Main Street Investors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
New England SecuritiesBroker
State Registrations2 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.