Hubert Etchison is a registered investment advisor at Stark Wealth Management LLC, based in Bethlehem, PA, with 1 years of industry experience. Hubert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 472 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fee schedule is for accounts on the SEI platform. The platform fee is variable and dependent on the selected strategy. The annual fee schedule for Capital Bank & Trust (American Funds) is 1.75% and AssetMark Trust is 2.00%, which includes both Stark Wealth Management’s fee and the third party’s fee. If Stark Wealth Management uses SyntheticFi, they charge 0.50% of the loan amount annually. SWM, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval.
Fee Estimator
Location
79 West Market St Suite 100, Bethlehem, PA, 18018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stark Wealth Management LLC
State Registrations1 state
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