Stairway Partners offers portfolio management services, primarily to institutional investors and high-net-worth individuals, on a discretionary basis. Stairway focuses on global asset allocation and risk management, believing that asset allocation is the most important factor in investment success. They construct investment policies tailored to each client's objectives and manage assets using liquid global markets. Stairway may also provide non-discretionary advisory services to institutional clients.
Assets Under Management$2.4B
Clients58
Advisors4
Avg. per Client$41M
Avg. per Advisor$590M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable for accounts greater than $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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