Staines Financial advises private investment funds, making investment decisions for the funds' assets. They also offer investment management services through a third-party sub-advisor. Staines Financial serves as the primary contact for clients using the sub-advisor, gathering information and recommending suitable programs. The sub-advisor manages the client's assets based on the chosen program.
Assets Under Management$170M
Clients2
Advisors1
Avg. per Client$83M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Staines Financial offers investment management services through a sub-advisor. The sub-advisor typically pays Staines Financial 0.75% of the account's net asset value, assessed monthly. The maximum management fee charged by the sub-advisor is 1.25% per year. The sub-advisor's fee and the fee paid to Staines Financial are negotiable.
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