STS Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, ETFs, and other securities. STS also provides financial planning services, including retirement, college, and tax planning, for a fixed or hourly fee. Clients can impose restrictions on investments.
Assets Under Management$19M
Clients45
Advisors1
Avg. per Client$430K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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