Assets Under Management
$2.4B
Number of Clients
233
Number of Advisors
4
Average Client AUM
$10.3M
AUM per Advisor
$602.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stegner Investment Associates Inc. is an independent fee-only investment adviser serving as a fiduciary for both discretionary and non-discretionary client accounts. They serve high-net-worth individuals, endowments, foundations, and qualified retirement plans, primarily utilizing mutual funds and ETFs. Investment advice is tailored to meet clients' needs and investment objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
233 Breckenridge Lane, Louisville, KY, 40207