Stagner Financial Advisory provides investment management services to individuals, high-net-worth clients, and retirement plans. The firm creates personalized investment strategies based on each client's goals, risk tolerance, and time horizon, utilizing fundamental, technical, and cyclical analysis. Stagner Financial Advisory operates on a fee schedule where clients pay an annual percentage of the assets under management, billed quarterly in advance. The firm also offers advisory services for qualified retirement plans such as 401(k)s and profit-sharing plans.
Assets Under Management$60M
Clients183
Advisors3
Avg. per Client$330K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.85% |
| $50K - $500K | 1.85% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.10% |
Lower negotiated rates may be available for passively managed accounts containing primarily bonds, CDs, and treasury notes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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