Stelac Advisory Services offers investment advice and acts as an intermediary between clients and their financial institutions. Stelac consolidates banking relationships and advises on asset allocation, estate planning, family governance, and philanthropic endeavors. Stelac primarily serves international high-net-worth individuals, families, and institutions.
Assets Under Management$4.1B
Clients90
Advisors1
Avg. per Client$45M
Avg. per Advisor$4.1B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.40% to 1.00%, depending on the size and complexity of the client. Discounts, not generally available to advisory clients, may be offered to family members and friends of associated persons of our firm. Stelac retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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