Stacey Stark is a registered investment advisor at Aurelia Capital Advisors, INC., based in Atlantis, FL, with 23 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Atlantis, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Aurelia Capital Advisors, INC.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Stark Financial Advisers, INC.
September 2007 - April 2025 · 17 yrs 7 mos
R.M. Stark & CO., INC.Broker
November 2002 - April 2025 · 22 yrs 5 mos
State Registrations2 states
FLNY
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.