Stability Financial offers financial planning, consulting, and investment management services. Financial planning includes business planning, cash flow forecasting, retirement planning, estate planning, investment consulting, insurance needs analysis, and risk management. Investment management is offered on a discretionary basis, allocating assets among independent investment managers, mutual funds, exchange-traded funds, and individual securities. Stability Financial tailors its services to meet individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Alternatively, Stability Financial offers investment management services to qualified clients for a performance-based fee in addition to a base fee. The performance fee is equal to 20% of the net performance of a client’s portfolio, subject to a high water mark. The base fee varies between 0.50% and 1.00%.