Mark Alarie is a registered investment advisor at Stirlingshire Investments, based in Orlando, FL, with 10 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,071 clients with $240M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.
Fee Estimator
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Mark sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Mark also uses his solo 401k to purchase, renovate, sell, or rent properties through Mark D. Alarie, LLC, dedicating about half of his time to this activity.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Stirlingshire Investments
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
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
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