Stuart Investment Advisors (SIA) offers investment advisory services to individuals, high-net-worth individuals, retirement plans, trusts, estates, charitable organizations and foundations, state and municipal government entities, and corporations. SIA creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). SIA acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$520M
Clients524
Advisors2
Avg. per Client$980K
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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