Mark is a CERTIFIED FINANCIAL PLANNER® 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.
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.
|Firm Start Year:||2009|
|No. of Employees:||5-9|
|Name of Custodial Firm:||Fidelity Investments|
|States Licensed in:||All states served|
|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|
|Investment Types:||Options & Futures, Mutual Funds, Stocks, Annuities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Commodities, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Our Office, Phone, Email, Your Office, Your Home, Video Conference|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|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
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Based on Assets, Hourly|
|Fee % Based on Assets:||Negotiable|
|Minimum Fee Charged for Managed Accounts:||$2,500|
|Organization :||WineLeague®, Denver, CO|
|Masters of Business Administration - Business||University of Michigan
|Bachelor of Arts - Liberal Arts||University of Michigan
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Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Wheat Ridge||Cherry Creek|
AWMA®, CFP®, CRPC®, AAMS®
WHITE HAWK WEALTH MANAGEMENT
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