Steginsky Capital LLC offers investment advisory services on a fee-only basis. Steginsky Capital does not hold itself out as providing financial planning services. However, to the extent specifically requested by client, Steginsky Capital, upon occasion, may provide limited consulting services. Steginsky Capital manages investments for individuals, high net worth individuals, business entities, trusts, estates and charitable organizations.
Assets Under Management$480M
Clients113
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$480M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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