Stacey Braun Associates offers investment management and financial planning services. Investment management involves continuous advice and management of client assets. Financial planning covers asset allocation, investments, insurance, retirement, debt management, budgeting, and basic estate planning. Stacey Braun primarily serves individuals, pension plans, corporations, and trusts.
Assets Under Management$4.8B
Clients1,094
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $40.0M | 0.75% |
| $40.0M - $60.0M | 0.50% |
| $60M+ | 0.38% |
Fees are negotiable and may vary based upon services provided and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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