Stream Financial Advice (SFA) provides investment management and financial planning services to individuals and high-net-worth individuals. SFA develops investment plans based on clients' goals and risk tolerance, and manages portfolios on a discretionary basis. SFA also offers financial planning services covering areas like retirement, taxes, and estate planning, either as part of wealth management or as a standalone service.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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