Guy Stamberger
Guy Stamberger is a CFA-designated registered investment advisor at Stamberger Capital Management, LLC, based in Palm Beach Gardens, FL, with 16 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees apply to equity portfolios. Bond portfolios have a different fee schedule: Up to $2,000,000: 0.50%, Over $2,000,000: 0.375%. Cash has a fee of 0.25% of any amount. Fees are negotiable under certain circumstances.
Fee Estimator
Location
Palm Beach Gardens, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stamberger Capital Management, LLC
Previous Registrations
Stamberger Capital Management, LLC
State Registrations1 state
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