Stapleton Financial Group offers investment management services, creating portfolios of stocks, bonds, exchange-traded funds, and mutual funds based on client goals and risk tolerance. They also offer financial planning services, creating written plans covering investments, retirement, estate, education, budgeting, and disability planning. As a fiduciary, Stapleton Financial Group acts in the client's best interest.
Assets Under Management$9.9M
Clients48
Advisors1
Avg. per Client$210K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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