Standfast Asset Management provides investment advice and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Standfast offers both discretionary and non-discretionary portfolio management services. Standfast primarily invests client assets in common stocks of large and mid-sized US and Foreign based Corporations. Standfast also provides general consulting services that focus on the specific needs and concerns of the client. Standfast also provides pension consulting services.
Assets Under Management$90M
Clients258
Advisors1
Avg. per Client$350K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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