Statherόs Financial Solutions offers personalized investment management and financial planning. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Statherόs also provides administrative and portfolio support to other investment managers and retirement plan advisory services. The firm is fee-only and does not sell securities on commission.
Assets Under Management$810M
Clients617
Advisors11
Avg. per Client$1.3M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
The Advisor at its sole discretion may elect to charge a client a fee different from the above schedule. The Advisor may and does provide investment management services to persons related to the Advisor at no management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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