Stafford Capital Management provides personal investment management services for high-net-worth individuals, families, trusts, and small corporations. Founded in 1986 and based in Sausalito, California, the registered investment advisor builds customized portfolios one stock at a time, primarily investing in domestic equities. Stafford Capital Management utilizes a growth-at-a-reasonable-price strategy, seeking out companies that demonstrate sustainable earnings growth potential while avoiding stocks with excessive valuations. Portfolios are actively managed on a discretionary basis, meaning the firm makes buying and selling decisions on behalf of clients based on their specific risk profiles and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are payable quarterly in advance.