Stern Capital Management provides portfolio management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and retirement plan participants. Operating as a registered investment advisor, the firm builds investment portfolios using model asset allocations primarily composed of mutual funds and exchange-traded funds held at Charles Schwab & Company. Portfolios are managed on a discretionary or non-discretionary basis according to the client's stated goals and risk tolerance. In addition to investment management, Stern Capital Management offers comprehensive financial planning covering personal records, cash flow, taxes, investments, insurance, retirement, and estate planning in coordination with the client's attorney and accountant. The firm also offers financial planning on an hourly or fixed-fee basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.95% and 2.00% depending on the complexity and market value of assets under management. Fees are negotiable.