Steadfast Financial Services offers personalized investment management and financial planning services. The firm designs tailored strategies covering retirement planning, tax planning, cash flow management, estate planning, and insurance reviews. Steadfast Financial Services operates as a fee-only registered investment advisor, meaning they do not sell commission-based products or earn commissions from third parties. Portfolios are typically built using globally diversified mutual funds and exchange-traded funds, incorporating both strategic and tactical asset allocation approaches.
Assets Under Management$67M
Clients49
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Accounts under $1,000,000 are billed at 1.00% annually. Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...