Stillwater Financial Services manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, risk management, and college savings. Ongoing comprehensive financial planning is available, involving one-on-one work with a planner to develop and implement a plan. Stillwater Financial Services also provides retirement plan services to employer plan sponsors.
Assets Under Management$34M
Clients42
Advisors1
Avg. per Client$810K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...