Stegner Investment Associates (SIA) is a registered investment advisor providing investment advice since 1994. SIA acts as a legally required to act in your best interest for both discretionary and non-discretionary accounts. SIA primarily uses mutual funds and exchange-traded funds (ETFs). SIA tailors its advice to each client's needs and objectives. SIA offers both discretionary and non-discretionary investment advisor services.
Assets Under Management$2.4B
Clients233
Advisors5
Avg. per Client$10M
Avg. per Advisor$480M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
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% |
Some existing clients pay a different fee than that listed above. This is because they have an older investment advisor agreement with a different fee schedule. SIA also has the ability to negotiate a different fee schedule with our clients based on the complexity of their accounts or for some other reason.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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