Stein Financial LLC offers tailored investment advice and discretionary portfolio management. They invest in various securities based on a client's financial situation, objectives, risk tolerance, and time horizon. Stein Financial may recommend rolling over retirement accounts to be managed by them, which presents a conflict of interest.
Assets Under Management$8.3M
Clients21
Advisors1
Avg. per Client$400K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Advisory fee is negotiable. Stein Financial may combine account values of family members to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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