Stifel Independent Advisors, LLC
Stifel Independent Advisors provides investment advisory and brokerage services to individuals, corporations, and other entities. Services include discretionary and non-discretionary account management, asset allocation, and recommendations of securities and other investment managers. Stifel Independent Advisors offers various advisory programs, including wrap fee programs and non-wrap fee programs like Stifel Vantage and Stifel Summit.
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.