Mark + Starosciak - Financial Advisor in Denver, CO

Paladin Research Report For:

Mark Starosciak

Infinium Investment Advisors, LLC

50 South Steele Street
Denver, CO 80209

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.

See Disclosures

General Information

Firm Start Year
  • 2009
No. of Employees
  • 5-9
  • 4018163
Firm CRD#
  • 149123
Name of Custodial Firm
  • Fidelity Investments
States Licensed in
  • All states served
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 11
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management


Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 140
Advisor's Number of Managed Clients
  • 140
Advisor's Number of Planning Clients
  • 140
Assets Managed by Advisor
  • $143,000,000

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


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 provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-llc-detailed-disclosure