Assets Under Management
$439.3M
Number of Clients
250
Number of Advisors
8
Average Client AUM
$1.8M
AUM per Advisor
$54.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Stiles Financial Services Incorporated (SFSI) offers a wrap program providing clients with a platform to trade in various investment products for a stated fee. The fee covers portfolio management, design, structure, strategy, and financial planning consultation. SFSI manages client investment portfolios on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may vary and are disclosed in the client agreement.
7505 Metro Blvd, Suite 510, Edina, MN, 55439