Stadium Financial manages investment portfolios and offers financial planning services. They work with clients to understand their goals and create personalized investment plans. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement, risk management, and tax strategies. They also review existing investment accounts and provide recommendations.
Assets Under Management$27M
Clients43
Advisors1
Avg. per Client$620K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual advisory fee is paid in advance on a quarterly basis, and may be negotiable. Our minimum annual fee for this service is $1,600. Ongoing Comprehensive Financial Planning will be included without an additional fee for Clients participating in our Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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