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Gary Stark

Stark Financial Advisers, INC.
52 Years of Experience
1 DisclosureBroker
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Gary Stark is a registered investment advisor at Stark Financial Advisers, INC., based in Okeechobee, FL, with 52 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 164 clients with $82M in assets under management.

Stark Financial Advisers, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
164 clients
Average Client Portfolio
$503K average
Assets Under Management
$82.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K2.00%
$150K - $500K1.65%
$500K - $2.0M1.50%
$2M+1.50%

Fees are negotiable, and existing clients may pay different rates. SFA may waive fees for employees.

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

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History

Regulatory History (1)
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Regulatory
June 1996
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stark Financial Advisers, INC.
September 2002 - Present · 23 yrs 7 mos
R.M. Stark & CO., INC.Broker
August 1994 - Present · 31 yrs 8 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.