Stegner Investment Associates is a registered investment advisor based in Louisville, Kentucky, providing continuous portfolio management services since 1994. The firm primarily builds portfolios using mutual funds and exchange-traded funds, following Modern Portfolio Theory to achieve diversification. Stegner Investment Associates serves high-net-worth individuals, foundations, endowments, and retirement plans on both a discretionary and non-discretionary basis. The firm operates as an independent, fee-only advisor, meaning they are legally required to act in your best interest and do not accept commissions or referral fees from product providers. While investment management is their primary focus, they tailor their strategies to each client's specific financial situation, risk tolerance, and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Minimum annual account fee is $10,000 ($2,500 quarterly), which may be waived at the firm's discretion. Fees are negotiable based on account complexity.