Stapleton Asset Management (SAM) provides investment management and financial planning services. Investment management is tailored to individual client needs, creating portfolios using various securities. Financial planning covers business, cash flow, college savings, estate, insurance, retirement, risk, and tax planning. SAM may use sub-advisors and alternative investments for accredited investors. Financial planning is offered as a one-time or ongoing service. SAM does not participate in wrap fee programs.
Assets Under Management$25M
Clients21
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$13M
www.stapletonam.com ·www.facebook.com/stapletonam ·www.linkedin.com/company/stapleton-asset-manage...
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
All fees are negotiable at Stapleton Asset Management's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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