Lisa Stack is a registered investment advisor at Stack Financial Management INC, based in Whitefish, MT, with 16 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 851 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.20% |
| $1.3M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
A tiered fee structure applies for accounts over $10,000,000 – please call.
Fee Estimator
Location
625 Wisconsin Avenue, Whitefish, MT, 59937-2129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa is the CFO of Investech Research, where she manages the firm's finances, dedicating approximately 65 hours per month. She is also the co-owner of Last Best Place Investments, LLC, a real estate company that owns an office building, and spends minimal time on this activity.
Employment History
Current Registrations
Stack Financial Management INC
State Registrations1 state
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