Mark Starosciak

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About Mark Starosciak

Mark is a CERTIFIED FINANCIAL PLANNER(TM) in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague^®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

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General Information

Firm Start Year

2009

No. of Employees

CRD#

4018163

Firm CRD#

149123

Name of Custodial Firm

Fidelity Investments

States Licensed in

All states served

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®

Securities Licenses

Series 66

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

100+

Assets Managed by Firm

$150M

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

Negotiable

Hourly Rate

$150

Minimum Fee Charged for Managed Accounts

$2,500

Education

Bachelor of Arts - Liberal Arts

University of Michigan
9/1989 -6/1993

Masters of Business Administration - Business

University of Michigan
9/1993 -9/1995

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

Infinium Investment Advisors, LLC