Per Stirling Capital Management, operating as Per Stirling Private Wealth, is a registered investment advisor headquartered in Austin, Texas. The firm manages investment portfolios and provides comprehensive financial planning and consulting services. Their services cover retirement planning, estate planning, insurance planning, tax planning, asset protection strategies, and college funding. Per Stirling Capital Management builds tailored relationships based on individual client objectives and risk tolerance, offering discretionary investment management where advisors make trades on behalf of clients. The firm works with individuals, corporations, trusts, estates, and charitable organizations, specializing in personalized wealth management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition.