STM Asset Management is a registered investment advisor in Alabama. STM creates tailored investment portfolios based on each client's risk tolerance and investment needs, using various types of investments. STM also assists 401k plans with fund selection, participant enrollment, and administrative duties.
Assets Under Management$53M
Clients500
Advisors3
Avg. per Client$110K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. There is a minimum annual fee of $100 per client account. STM Asset Management LLC's fees are not to exceed 2% if special exception is made to the minimum size of capital requirement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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