Advisor at Shareks Stock Portfolios
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Firm
Shareks Stock Portfolios
Location
Miami, FL 33130
Credentials
Series 63, Series 65
Industry experience
23 years
David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.
Based on Shareks Stock Portfolios
Based on Shareks Stock Portfolios
$0+: 3% annually for Growth Portfolio and Focus List (charged quarterly at 0.75%) $0+: 2% annually for Conservative Growth Portfolio (charged quarterly at 0.50%)
Subscription to SchoolofHardStocks.com website: $240 per year or $25 per month.
Account minimum: $100,000 Fee-only: Advisory fee charged as a percentage of assets under management (2% or 3% annually, billed quarterly). No commissions or performance fees.
The Vibe Miami, 700 Sw 1st St.
Miami, FL 33130
Florida · Mississippi · New York · Tennessee
Shareks, Llc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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