StarkLogic offers investment management and wealth management services. Before creating an investment strategy, StarkLogic assesses a client's financial situation, investment experience, income needs, and risk tolerance. Based on this information, StarkLogic develops a financial review and an investment plan. The firm manages client portfolios on a discretionary basis, but clients can impose certain restrictions. StarkLogic uses both strategic and tactical asset allocation, along with active and passive investment strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for portfolios valued over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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