James Stack is a registered investment advisor at Stack Financial Management INC, based in Whitefish, MT, with 31 years of industry experience. James 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
James is the founder and owner of Investech Research, LLC, where he conducts stock market research and publishes an investment newsletter, dedicating about half of his time. He is also the co-owner of Last Best Place Investments, LLC, a real estate company that owns an office building, spending minimal time on this venture.
Employment History
Current Registrations
Stack Financial Management INC
State Registrations2 states
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