Stark Wealth Management (SWM) provides ongoing portfolio management based on individual client goals and risk tolerance. SWM creates an Investment Policy Statement for each client. SWM may also offer investment advisory services through third-party money managers. SWM also offers financial planning services covering areas like investment planning, insurance, tax, retirement, and education planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fee schedule is for accounts on the SEI platform. The platform fee is variable and dependent on the selected strategy. The annual fee schedule for Capital Bank & Trust (American Funds) is 1.75% and AssetMark Trust is 2.00%, which includes both Stark Wealth Management’s fee and the third party’s fee. If Stark Wealth Management uses SyntheticFi, they charge 0.50% of the loan amount annually. SWM, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval.