Stiles Financial Services, INC.
Stiles Financial Services offers personalized financial planning and investment management services to individuals, families, trusts, and businesses. Founded in 2000 and based in Edina, Minnesota, Stiles Financial Services builds tailored financial plans covering net worth statements, budgeting, retirement projections, tax strategies, estate planning, and risk management. Clients can implement these financial plans through the firm's investment management wrap program, which provides continuous portfolio management and trade execution. Additionally, Stiles Financial Services provides corporate retirement plan consulting services for defined contribution and defined benefit plans.
Fee Structure
Stiles Financial Services provides investment management through a wrap fee program, which bundles portfolio management and trade execution for a single asset-based fee. Complete details and fee schedules for this program are provided in a separate regulatory brochure.