Stawnychy Financial Services offers investment and financial planning services. They manage portfolios with a tactical allocation strategy, using various securities and mutual funds. They also provide consulting services to qualified retirement plans. Stawnychy Financial may recommend unaffiliated money managers. Financial planning covers areas like income taxes, cash flow, asset allocation, and insurance, resulting in a written report with recommendations.
Fee Structure
Stawnychy Financial charges an annual asset management fee based on the value of your portfolio, paid quarterly in advance. The fee can range up to 1.55% per year, depending on factors like whether transaction costs are included, the complexity of the investment strategy, and the size of your account. Fees may be negotiable. Stawnychy Financial offers both wrap fee and non-wrap fee options, with wrap fee accounts generally having a higher asset management fee.