Stage Harbor Financial provides wealth management services, including financial planning, consulting, and investment management. They manage investments using mutual funds, exchange-traded funds (ETFs), individual debt securities, and independent investment managers. Stage Harbor works with clients to understand their risk tolerance and financial goals, and they monitor client portfolios regularly. They also offer financial planning and consulting services covering retirement, education, tax, and estate planning.
Assets Under Management$970M
Clients331
Advisors8
Avg. per Client$2.9M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees may be negotiable for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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