MS
CFP
MS
CFP

Mark Starosciak

23 Years of Experience
Denver, CO

Mark Starosciak is a CFP-designated registered investment advisor at Infinium Investment Advisors, LLC, based in Denver, CO, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
114 clients
Average Client Portfolio
$892K average
Assets Under Management
$101.7M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum investment advisory fee is 1.50%, or a lower advisory fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 S. Steele, Suite 830, Denver, CO, 80209

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Infinium Investment Advisors, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Infinium Investment Advisors, LLC
March 2009 - December 2023 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - March 2009 · 6 yrs 1 mo
State Registrations1 state
CO
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.