Stern Capital Management offers investment management using model portfolios invested in mutual funds and exchange traded funds. They manage accounts on a discretionary or non-discretionary basis, tailoring portfolios to client objectives. Stern Capital Management also provides financial planning services, creating written plans to help clients achieve their financial goals. These plans cover personal finances, taxes, investments, insurance, retirement, and estate planning.
Fee Structure
Stern Capital Management charges an annual fee based on the value of your portfolio. The fee ranges from 0.95% to 2.00% per year. This fee is charged quarterly, in advance. If your combined assets at the custodian are below $100,000, Stern Capital Management may charge an additional administration fee of $25 per quarter, but this is negotiable.