Studdard Financial, LLC provides financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, insurance, estate planning, taxes, and retirement. Portfolio management involves using both technical and fundamental analysis to select suitable investments. The firm tailors its services to each client's needs and goals.
Assets Under Management$28M
Clients74
Advisors1
Avg. per Client$370K
Avg. per Advisor$28M
www.facebook.com/sarasotainvestmentadviser ·www.linkedin.com/company/studdard-financial/about ·www.studdardfinancial.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.10% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may vary between clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...