Stantum, LLC offers financial planning and investment management services to individuals and businesses. Financial planning includes cash flow analysis, retirement planning, and investment projections. Investment management focuses on publicly traded securities, risk analysis, and hedging strategies. Stantum also provides analysis and vetting of other advisors.
Assets Under Management$32M
Clients26
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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