IS
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Ian Starkel
11 Years of Experience
Springfield, MO
1 Disclosure
Ian Starkel is a registered investment advisor at Starkel Wealth Advisors, LLC, based in Springfield, MO, with 11 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 99 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
99 clients
Average Client Portfolio
$144K average
Assets Under Management
$14.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
901 E Saint Louis St, Suite 1002, Springfield, MO, 65806
Get directionsHistory
Regulatory History (1)
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Criminal
February 2010Final Disposition
Employment History
Current Registrations
Starkel Wealth Advisors, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Newbridge Securities CorporationBroker
September 2022 - September 2022 · 0 mos
Fidelity Personal and Workplace Advisors
April 2020 - September 2022 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
February 2020 - September 2022 · 2 yrs 7 mos
TD Ameritrade Investment Management, LLC
March 2017 - February 2020 · 2 yrs 11 mos
TD Ameritrade, INC.
March 2017 - February 2020 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2017 - February 2020 · 3 yrs
Wells Fargo Clearing Services, LLCBroker
May 2014 - December 2016 · 2 yrs 7 mos
State Registrations5 states
CAFLMONETX
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.