Stage Harbor Financial provides wealth management services, which include comprehensive financial planning, consulting, and discretionary investment management. The firm tailors its services to individual clients, high-net-worth individuals, trusts, estates, businesses, and retirement plans. Stage Harbor Financial primarily builds portfolios using mutual funds, exchange-traded funds, individual debt securities, and independent managers, while focusing on tax optimization, asset allocation, and low-cost strategies. The firm acts as a legal fiduciary, committing to put client interests first. Clients receive ongoing portfolio reviews and customized financial planning covering retirement, taxes, estate strategies, and more.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees may be negotiable based on factors such as anticipated future assets, account composition, and legacy relationships.