Shareks, LLC, led by David Sharek, specializes in managing growth stock portfolios with a mix of small, medium, and large-cap stocks in both domestic and international markets. Sharek believes corporate profits drive stock prices and uses a system to identify potential winners. Shareks offers managed growth stock portfolios, stock research subscriptions, educational seminars, and educational materials.
Assets Under Management$13M
Clients17
Advisors1
Avg. per Client$790K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The advisory fee is 3% a year for the Growth Portfolio and Focus List, and 2% a year for the Conservative Growth Portfolio. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...