Stenger Family Office provides financial planning, consulting, and investment management services. They manage investment portfolios using mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers. Stenger Family Office offers different service levels depending on client needs and assets, including wealth management and family office services. Clients can access premium content through a subscription service called Stenger+.
Fee Structure
Stenger Family Office offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.35% to 1.25% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee can include access to Stenger+ content, as well as an allowance for tax preparation and estate planning services. The fee is charged monthly, based on the average daily balance of your account.