DS
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David Sharek is a registered investment advisor at Shareks Stock Portfolios, based in Miami, FL, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$791K average
Assets Under Management
$13.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The advisory fee is 3% a year for the Growth Portfolio and Focus List, and 2% a year for the Conservative Growth Portfolio. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
The Vibe Miami, 700 SW 1st St., Miami, FL, 33130
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2011Settled
Employment History
Current Registrations
Shareks Stock Portfolios
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Davidsharek.com
August 2007 - December 2011 · 4 yrs 4 mos
Wunderlich Securities, INC.
January 2003 - January 2008 · 5 yrs
State Registrations4 states
FLMSNYTN
Advisor
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.
Exams
No exam information available for this advisor.