Stage Wealth Management provides investment advice and manages portfolios through its wrap fee program. It also offers pension consulting services, including investment policy statement preparation, investment vehicle selection, and performance monitoring. Investment strategies are tailored to each client's needs and objectives.
Fee Structure
Stage Wealth Management manages investments through a wrap fee program. The annual management fee is up to 2.00% of the value of your portfolio. This fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable and depends on your individual circumstances. Clients should note that where Stage Wealth Management selects third-party models/programs, Stage Wealth Management has a financial incentive to select models/programs that charge lower fees rather than selecting models/programs based on your specific needs and circumstances.