Stein Investment Services manages investment portfolios for individuals, trusts, estates, and corporations. The firm focuses on mutual funds and exchange-traded funds using global economic trends and charting analysis to guide investment decisions. Stein Investment Services does not provide standalone financial planning, quantitative analysis, or market timing services. Client assets are held by independent custodians such as Charles Schwab & Co., and the firm operates on a fee schedule based on the value of the portfolio under management.
Assets Under Management$11M
Clients10
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$11M
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
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Estimated Annual Fee
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