Starkel Wealth Advisors offers wealth management services to individuals, high net worth individuals, trusts, estates, and businesses. These services include financial planning and discretionary investment management. Starkel Wealth Advisors works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. The firm may recommend unaffiliated money managers or investment platforms to implement the portfolio strategy, using low-cost mutual funds, ETFs, individual stocks, or bonds.
Assets Under Management$14M
Clients99
Advisors1
Avg. per Client$140K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...