Stars & Stripes Financial Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on an hourly or ongoing basis. They may use third-party managers for portfolio management.
Assets Under Management$530K
Clients20
Advisors1
Avg. per Client$26K
Avg. per Advisor$530K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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