Stafford Financial provides investment advisory services through third-party money managers, assisting clients in selecting managers and reviewing their performance. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Comprehensive financial planning is available for a monthly fee, providing ongoing access to a planner.
Assets Under Management$13M
Clients21
Advisors2
Avg. per Client$620K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$2.5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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