Starkey & Associates, INC.

Fee-Only (% of Portfolio)

Starkey & Associates provides investment advice to individuals, high net worth individuals, pension plans, trusts, estates, and businesses. For a flat fee, Starkey reviews a client's investment history, discusses risk tolerance and suitability, and considers their overall financial condition and goals. Starkey prefers direct client involvement in investment decisions, requiring verbal consent before any trades are made. While Starkey can do discretionary accounts, they prefer direct client involvement and discussions in the trades. Currently all investment advisory accounts at Starkey & Associates are on a non-discretionary basis.

Assets Under Management$25M
Clients36
Advisors1
Avg. per Client$690K
Avg. per Advisor$25M

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm