MarkStarosciak- Financial Advisor Denver, CO

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About Mark Starosciak

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today.

In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).

Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.

We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

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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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https://infiniumadvisors.com/terms-of-use/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1875484/paladinregistry-Infinium-Investment-Advisors,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Mark Starosciak

Infinium Investment Advisors, LLC