Stout Bowman & Associates provides investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning includes a review of cash flow, net worth, estate planning, retirement goals, survivor needs, education funding, and risk management. Stout Bowman also offers financial consulting services. They work with individuals, high net-worth individuals, corporations, partnerships, and non-profit organizations.
Assets Under Management$100M
Clients342
Advisors5
Avg. per Client$300K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. This is a flat rate/breakpoint fee schedule, the entire portfolio is charged the same asset management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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