Stableford Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Stableford Capital is an investment advisory firm based in Scottsdale, Arizona, offering personalized portfolio management, financial planning, and retirement plan advisory services. When starting a relationship, Stableford Capital creates a customized Investment Plan tailored to your risk tolerance, financial goals, and personal circumstances. The firm primarily invests in common stocks, exchange-traded funds, and bonds using macroeconomic, fundamental, and technical research tools. In addition to individual wealth management, Stableford Capital offers specialized financial planning and business consulting for business owners, structured across different service tiers depending on the size of the portfolio managed by the firm. Stableford Capital works with high-net-worth individuals, entrepreneurs, families, and retirement plans, focusing on long-term capital growth while carefully managing downside risk. Team members include experienced professionals with backgrounds in portfolio management and proprietary market research.

Assets Under Management$310M
Clients92
Advisors5
Avg. per Client$3.3M
Avg. per Advisor$61M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annualized investment management fee is 1% of assets under management. Fees may be negotiable in limited instances.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

5 Advisors at this firm

Stableford Capital LLC - Fees, AUM & Advisors | TrueAdvisor