Stark Financial Advisers is a registered investment advisor based in Florida that manages investment portfolios on an authority-to-trade-without-asking-first basis. The firm builds personalized portfolios using fundamental and technical analysis, focusing on asset allocation across stocks, bonds, exchange-traded funds, mutual funds, and options. Stark Financial Advisers serves individuals, pension and profit-sharing plans, corporations, and other business entities. The firm offers a wrap-fee program through a formerly affiliated broker-dealer, as well as non-wrap accounts where clients negotiate separate custodial fees. Stark Financial Advisers emphasizes a disciplined approach to managing risk and aligning portfolios with each client's specific time horizon and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable. The firm also offers a wrap-fee program called the Wealth Allocation Program with bundled fees.