Stamper Capital & Investments (SCI) manages municipal bond accounts for high-tax bracket and institutional investors. SCI provides investment advice based on each client's individual needs, investment objectives, policies, risk tolerance, and financial situation. SCI does not participate in wrap-fee programs.
Assets Under Management$2.4M
Clients3
Advisors1
Avg. per Client$810K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Schedule is for individual accounts direct. For individual accounts through a broker/advisor: 0.50% on the first $1 million, 0.40% on the second and third $ million, 0.30% on the fourth $ million and higher. Fees are negotiable on accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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