Stanley Wealth Partners provides comprehensive wealth management, one-time financial plans, retainer-based planning, investment management, business consulting, and educational services. Wealth management includes investment management, ongoing financial planning, and implementation assistance. They offer different planning programs based on client needs, including Foundations, Growth, and Legacy & Impact Planning. They also offer investment consulting and business planning services.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees may be custom/negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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