Investment management services vary based on portfolio size starting at a minimum fee of $2,000/year for a $200,000 portfolio. The fee schedule is as follows:
- 1% for accounts up to $1,000,000
- .75% on the next $1,000,000 (up to $2,000,000)
- .60% on the next $3,000,000
- .40% above $5,000,000
Stoffer Wealth Advisors provides quarterly reports and a year-end report to ensure that clients stay up to date on their investment performance and options.
To schedule your initial consultation, contact Stoffer Wealth Advisors today.
For comprehensive financial planning, each situation is unique. However, the overall process will help you define solid answers to a number of common questions regarding your financial resources, investment options, and progress towards your long-term goals.
Comprehensive financial plans start at $2,500 and generally range up to $5,000. For limited and very specific issues, hourly fee-only planning is also available. For questions or to schedule your initial appointment, contact Stoffer Wealth Advisors today.