Statera Financial offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, estate planning, financial organization, and financial decision-making assistance. Statera offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$62M
Clients301
Advisors3
Avg. per Client$210K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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