Stackhouse Capital offers personalized financial planning and investment management to individuals, high net worth individuals, and small businesses. Services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment management is discretionary, and clients can place some restrictions on their portfolios.
Assets Under Management$28M
Clients196
Advisors1
Avg. per Client$140K
Avg. per Advisor$28M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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