Stance Capital offers investment management services to individuals, high net worth individuals, trusts, estates, family offices, retirement plans, charitable organizations, institutions, and third-party registered investment advisors. Stance creates customized investment strategies based on client goals, risk tolerance, and financial situations. Stance offers values-based investment solutions through proprietary strategies. Stance's investment approach is primarily long-term focused, and rebalanced on a quarterly basis.
Assets Under Management$230M
Clients46
Advisors2
Avg. per Client$5M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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