Styre Wealth manages investments and provides consulting services. They specialize in serving high-net-worth clients with tax concerns and liquidity needs, and those who want to incorporate their faith and family values into their investment choices. Styre Wealth also assists small to medium sized businesses with retirement plan selection, implementation, and ongoing management.
Assets Under Management$200M
Clients188
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Styre Wealth's annual management fees for individual equity strategies range from 0.45% to 1.65%, fixed-income from 0.25% to 0.65%, mutual funds from 0.85% to 1.35%, and 0.10% for money market strategies. Lower fees may be available based on client tenure or special circumstances.
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