Advisor at Stark Strategic Capital Management, Inc.
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Firm
Stark Strategic Capital Management, Inc.
Location
Hampstead, NC
Credentials
CFP®, Series 65
Industry experience
4 years
Scot Stark is the sole advisor at Stark Strategic Capital Management, Inc. in Hampstead, NC. He holds the CFP® designation and Series 65 license and has 28 years of experience with his current firm. Stark Strategic Capital Management provides financial planning, counseling, investment supervision, portfolio management, risk management, and tax-planning advice primarily to individual clients. The firm manages approximately $18.4 million for about 19 clients and follows a structured six-step planning process, constructing tailored portfolios mainly using mutual funds and ETFs on a non-discretionary basis.
Based on Stark Strategic Capital Management, Inc.
Based on Stark Strategic Capital Management, Inc.
Financial plan preparation flat fee of $2,500; fixed fees start at $2,400/year depending on scope/complexity.
1% annually (billed quarterly pro-rated)
Receives commissions from sale of insurance products; compensation varies by type and premiums paid.
Hourly rate of $180/hour for project and ad hoc services.
Account minimum: $100,000 Fee-only: Financial planning at flat fee of $2,500; project/ad hoc services at $180/hour with 30% down payment; retainer fees include AUM and fixed fees billed quarterly in arrears.
Hampstead, NC
Maryland
Stark Strategic Capital Management, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 66
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Series 66
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Pembroke Wealth Management, LLC
Series 63, Series 65, Series 66
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Coastal Capital Management, LLC
CFP®, Series 63
Wilmington, NC
Rushwald, Mark Steven
CFP®, Series 66
Wilmington, NC
Shammas Financial Planning
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