STARKEY & ASSOCIATES, INC.
STARKEY & Associates, Inc. is a financial advisory firm that prides itself on providing expert financial services to its clients. With a team of experienced advisors and a professional approach, STARKEY & Associates, Inc. is dedicated to helping its clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice
- Offers a wide range of financial services
- Works with clients to develop comprehensive financial plans
Facts and Insights
For over 10 years, STARKEY & Associates, Inc. has been helping individuals and businesses achieve financial success. With a team of 50 advisors, the firm has managed over $1 billion in assets under management.
In addition to its impressive assets under management, STARKEY & Associates, Inc. also offers a variety of financial services to its clients. These services include portfolio management, retirement planning, estate planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 10 years |
Financial Services Offered
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Management
- Financial Education
Client Types
- Individuals
- High Net Worth Individuals
- Businesses
- Organizations
Fees & Compensation
STARKEY & Associates, Inc. charges fees based on a percentage of assets under management. These fees may vary depending on the type and complexity of the services provided. Clients are fully informed of all fees and compensation before entering into a working relationship with the firm.
Background
Founded in 2009, STARKEY & Associates, Inc. has built a strong reputation for its expertise and integrity in the field of financial planning. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulatory requirements and industry best practices.
Financial Advisor Disclosures to Know
STARKEY & Associates, Inc. believes in transparency and full disclosure to its clients. As such, the firm is committed to providing all necessary disclosures, including any potential conflicts of interest, to its clients. This commitment to transparency allows clients to make informed decisions about their financial well-being.