Stack Financial Management offers investment advice to individuals, pension plans, businesses, trusts, estates, and charities. They focus on managing stock-based portfolios, adjusting the mix based on perceived market risk. While they don't market themselves as financial planners, they offer limited financial planning consulting under a separate agreement. The firm's principal also owns an investment research firm.
Assets Under Management$1.9B
Clients851
Advisors9
Avg. per Client$2.2M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$750K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.20% |
| $1.3M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
A tiered fee structure applies for accounts over $10,000,000 – please call.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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