Stabile Investment Management provides investment management services on both a discretionary and non-discretionary basis. The firm works with clients to understand their investment goals, risk tolerance, and financial needs to create an investment plan. Stabile Investment Management also offers investment advice on an hourly basis to individuals who want assistance with investment decisions.
Assets Under Management$100M
Clients23
Advisors3
Avg. per Client$4.4M
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7M+ | 0.45% |
Fees are negotiable. A 20% discount will be applied to any account that exclusively uses mutual funds and exchange traded funds. Employee family members may receive a discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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