Assets Under Management
$74.8M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$37.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Steadfast Financial Services offers tailored financial planning and investment management. Services include financial goal determination, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They primarily invest in mutual funds and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
FL, United States