Assets Under Management
$4.9M
Number of Clients
3
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)
Stafford Capital Management (SCM) offers discretionary investment management services to high-net-worth individuals, families, trusts, and small corporations. SCM employs a GARP (growth at a reasonable price) investment strategy, combining growth and value investing principles. Portfolios are constructed from the bottom-up, focusing on companies with strong financials and sustainable growth potential.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
1505 Bridgeway, Suite 206, Sausalito, CA, 94965