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Gary Stark
53 Years of Experience
Okeechobee, FL
1 DisclosureBroker
Gary Stark is a registered investment advisor at Stark Financial Advisers, INC., based in Okeechobee, FL, with 53 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 186 clients with $95M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
186 clients
Average Client Portfolio
$509K average
Assets Under Management
$94.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable. The firm also offers a wrap-fee program called the Wealth Allocation Program with bundled fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16950 U.S. Highway 441 North, Okeechobee, FL, 34972
Get directionsHistory
Regulatory History (1)
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Regulatory
June 1996Final
Employment History
Current Registrations
Stark Financial Advisers, INC.
September 2002 - Present · 24 yrs 1 mo
R.M. Stark & CO., INC.Broker
August 1994 - Present · 32 yrs 2 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
December 1988 - July 1994 · 5 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1982 - December 1988 · 6 yrs 2 mos
Paine, Webber, Jackson & Curtis INC.Broker
September 1978 - October 1982 · 4 yrs 1 mo
Paine, Webber, Jackson & Curtis IncorporatedBroker
August 1974 - January 1980 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
August 1973 - September 1974 · 1 yr 1 mo
State Registrations24 states
ALARAZCACOCTDCFLGAILMAMDMINCNJNVNYOHPAPRSCTNTXWA
AdvisorBrokerBoth
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.
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