Stites Financial Consulting offers ongoing asset management services to clients. This includes determining investment goals, risk tolerance, investment objectives, liquidity needs, and time horizon. Investment strategies, investment selection, asset allocation, portfolio monitoring, and the overall investment program will be based on these factors. Clients authorize Stites Financial Consulting to execute investment program transactions.
Assets Under Management$110M
Clients215
Advisors2
Avg. per Client$490K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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