Tracy Stagner is a registered investment advisor at Stagner Financial Advisory, based in Edmond, OK, with 8 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 183 clients with $60M 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 $500K | 1.85% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.10% |
Negotiated lower rates may be available for those types of accounts that require less active management and intervention; hereby, known as a passively managed account. The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
2600 E. Memorial Road, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy is a Certified Public Accountant at Stagner Accounting Services, PLLC, dedicating about half of her time to this practice. She also holds membership in Stagner Holdings, LLC and TREEK, LLC, both related to personal real estate holdings.
Employment History
Current Registrations
Stagner Financial Advisory
State Registrations1 state
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