Stembrook Asset Management offers personalized investment advice, including portfolio management and financial planning. Investment advice is tailored to individual client needs and objectives. Financial planning services cover areas like retirement and education planning. Stembrook may recommend third-party investment advisors and sub-advisors to manage client accounts.
Assets Under Management$130M
Clients39
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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