Mark Gierach
Mark Gierach is a registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 5 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $440M 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 $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
The platform technology fee is charged quarterly and once the household assets under management surpass the $3,000,001 threshold, then all the assets in the household will be charged at the lower fee rate. SFSI also offers investment discretionary services on direct packaged products such as mutual funds, including 529 accounts and variable insurance products. A flat annual fee of 0.50% of the assets under management will be charged quarterly. For variable insurance products a flat annual fee of 0.75% of the assets under management will be charged quarterly. Fees are negotiable.
Fee Estimator
Location
7505 Metro Blvd, Suite 510, Edina, MN, 55439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stiles Financial Services, INC.
Previous Registrations
Balanced Capital Management LLC
State Registrations1 state
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