Stag Rock LLC is an investment advisory firm offering asset management services tailored to each client's goals, risk tolerance, and time horizon. Stag Rock uses a combination of investments, including equities, fixed income, ETFs, real estate funds, mutual funds, non-U.S. securities, and private placements. Clients can impose restrictions on investments based on their values. Stag Rock requests authority to make trades without asking first.
Assets Under Management$14M
Clients26
Advisors1
Avg. per Client$550K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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