Stelac Advisory Services LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Stelac Advisory Services provides comprehensive multi-family office solutions, portfolio management, and consulting services primarily for international high-net-worth individuals, families, and institutions. Acting as an independent intermediary, Stelac helps clients consolidate banking relationships into a single platform and advises on asset allocation, estate planning, family governance, and philanthropic endeavors. The firm offers individual portfolio management using discretionary or non-discretionary arrangements, model portfolio strategies ranging from loss-aversion to fully invested allocations, and access to private equity through specialized structures. Stelac also provides consulting and data aggregation services.

Assets Under Management$6.3B
Clients101
Advisors1
Avg. per Client$62M
Avg. per Advisor$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fees generally range from 0.40% to 1.00% depending on the size and complexity of the client. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm