Stack Wealth Management, LLC is a registered investment advisor based in Perry, Georgia, led by Lawrence Stack. The firm specializes in helping clients transition from their working years into retirement. Rather than managing portfolios directly, Stack Wealth Management introduces clients to a third-party investment advisory platform called Brookstone Capital Management. Stack Wealth Management assists clients with establishing accounts, gathering financial information, explaining the third-party platform, and meeting periodically to review account progress. In exchange for this referral service, Stack Wealth Management receives a portion of the management fee collected by the third-party investment advisor. Additionally, Lawrence Stack operates as a licensed insurance agent and may offer insurance products, which creates a potential conflict of interest. Stack Wealth Management does not take custody of client funds, exercise trading authority, or charge direct fees to clients.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.