Stack Financial Management provides discretionary investment advisory services primarily focused on managing equity portfolios. The firm utilizes historical, macroeconomic, and technical analysis to adjust stock market allocations based on perceived risk levels. Stack Financial Management offers two main strategies: Capital Appreciation Portfolios for conservative growth and Value & Dividend Portfolios for consistent dividend income and capital preservation. In addition to investment management, the firm can provide limited financial planning consulting upon request through a separate agreement, covering non-investment matters like tax, estate, and insurance planning, though it does not prepare legal or tax documents. Stack Financial Management serves individuals, pension plans, business entities, trusts, and charitable organizations.
Fee Structure
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% |
Fees for accounts over $10,000,000 follow a tiered structure available upon request. Fees may be negotiable for certain clients.