Stirlingshire RIA LLC offers portfolio management services tailored to individual client needs, considering factors like age, risk tolerance, and income. Stirlingshire may use investment models from Advyzon Investment Management (AIM), a registered investment advisor, to manage client portfolios. Stirlingshire generally limits its investment advice to mutual funds, fixed income securities, real estate funds, annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$180M
Clients760
Advisors23
Avg. per Client$240K
Avg. per Advisor$7.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
23 Advisors at this firm
Page 1 of 2