Stagner Financial Advisory offers investment management services to individuals and high net worth individuals. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies, select investments, allocate assets, and monitor portfolios. Stagner Financial Advisory also provides limited scope advice to retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.10% |
Negotiated lower rates may be available for those types of accounts that require less active management and intervention; hereby, known as a passively managed account. The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).