Stein Investment Services manages investment portfolios of mutual funds and exchange traded funds for individuals, trusts, estates, and corporations. Stein may occasionally invest in other types of securities, but doesn't specialize in them. Stein does not provide financial planning, quantitative analysis, or market timing services. Clients retain physical custody of their assets at Charles Schwab & Co. or other brokerage firms.
Assets Under Management$10M
Clients11
Advisors1
Avg. per Client$950K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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