| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable.
16950 U.S. Highway 441 North, Okeechobee, FL, 34972
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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 →Ryan is a registered representative with R.M. Stark & Co., Inc. since 2012, performing RR duties. This takes about two-thirds of his time.