Stamberger Capital Management (SCM) offers investment management services, managing both stock and bond portfolios tailored to individual client needs. SCM creates portfolios based on your investment goals and risk tolerance. The firm primarily serves individuals and small businesses, managing investments on a discretionary basis, meaning they make trades without asking you first.
Assets Under Management$77M
Clients21
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$77M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees apply to equity portfolios. Bond portfolios have a different fee schedule: Up to $2,000,000: 0.50%, Over $2,000,000: 0.375%. Cash has a fee of 0.25% of any amount. Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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