Stages Planning Group provides financial planning, organizing, and consulting services, as well as investment management. They work with individuals, families, businesses, retirement plans, and non-profit entities. Stages customizes financial plans and investment strategies to each client's objectives and risk tolerance. While they don't directly offer tax or estate planning, they assist clients' other professionals in creating a complete plan.
Assets Under Management$93M
Clients322
Advisors1
Avg. per Client$290K
Avg. per Advisor$93M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Schedule shown is for non-planning clients. Planning clients pay lower fees: $0-$999,999: 1.0%, $1,000,000-$1,999,999: 0.8%, $2,000,000+: 0.6%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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