Stybr & Associates offers investment and supervisory services based on your individual objectives. They emphasize stress reduction related to taxes, retirement, debt, and estate planning. Stybr & Associates aims to bring confidence to your financial decisions through consultations. They also offer tax preparation services separate from their advisory services.
Assets Under Management$15M
Clients38
Advisors2
Avg. per Client$390K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.85% |
| $2.5M - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.65% |
| $10M+ | 1.65% |
Fees are negotiable based on size of account, related business, and amount of client interaction.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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