Marie Stark
Marie Stark is a registered investment advisor at Forum Financial Management, LP, based in Cohoes, NY, with 25 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5,535 clients with $9B 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 $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Clients with less than $250,000 in investable assets that engage Forum for both Portfolio Management and Financial Planning Services could be subject to a minimum annual fee, subject to a $3,000 ceiling annually.
Fee Estimator
Location
132 Mohawk Street, Cohoes, NY, 12047
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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
Marie is a President and Certified Public Accountant at Stark & D'Aprile CPAs PC, dedicating about 40% of her time to accounting and tax services. She also works as an insurance agent and manages real estate, spending minimal time on each activity.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Financial Specialists LLCBroker
State Registrations1 state
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