Stack Asset Management Inc. (SAMI) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SAMI evaluates clients' current investments and provides an Investment Policy Statement. They also offer financial planning services, including tax, retirement, investment, college, debt/credit, and insurance planning, billed hourly.
Assets Under Management$21M
Clients30
Advisors2
Avg. per Client$690K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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