The Stanich Group, operating as Cultivating Wealth, is a registered investment advisor headquartered in New York that offers personalized financial planning, discretionary investment management, and specialized consulting services. Founded by Sara Stanich, the firm focuses on creating tailored investment strategies using fundamental analysis, cyclical analysis, and modern portfolio theory. Services include ongoing portfolio management combined with financial planning, standalone financial planning for individuals, couples, and business owners, and specialized divorce financial planning. The Stanich Group works primarily with individuals, high-net-worth individuals, and business owners, utilizing Charles Schwab as its primary qualified custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are based on a blended rate and are negotiable. Legacy clients and family and friends of firm associates may pay lower fees and lower minimums.
