Stubbs Investments offers investment advice and financial planning services to individuals, families, trusts, estates, corporations, and other businesses. As a legally required fiduciary, Stubbs Investments aims to understand clients' financial goals, risk tolerance, and time horizons. Services include creating and managing investment portfolios and providing standalone financial plans covering various aspects like retirement, estate, tax, and education planning.
Assets Under Management$52M
Clients15
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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