Stebnicki Financial Planning provides financial planning and investment management services to individuals and small businesses. Stebnicki Financial Planning does not receive commissions from the sale of insurance or real estate and will not receive fees or other compensation from the sale of securities or other products or services recommended in the financial plan. The firm provides discretionary investment management services.
Assets Under Management$1.9M
Clients3
Advisors1
Avg. per Client$620K
Avg. per Advisor$1.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are inclusive of any Annualized Asset-Based Fees charged by Schwab.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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