Stegent Equity Advisors, Inc. (SEA) offers personal financial planning and investment management services to high net worth individuals, closely held business owners, charitable institutions, and private foundations. SEA helps clients define financial goals, evaluate needs related to income tax, cash flow, retirement, education funding, and risk management. SEA also provides investment advice, develops asset allocation models, and assists in selecting securities and monitoring investment performance.
Assets Under Management$240M
Clients91
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$120M
www.twitter.com/stegentequity ·www.stegentequity.com ·www.linkedin.com/company/stegent-equity-advisors
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.50% to 1.0% depending on the services provided and portfolio size.
Fee Estimator
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