Stirlingshire RIA is a registered investment advisor that provides customized, discretionary portfolio management services to individuals, trusts, and entities. The firm builds personalized investment portfolios using a wide range of analysis methods, including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis. Stirlingshire generally limits its investment advice to mutual funds, fixed income securities, real estate funds including real estate investment trusts, annuities, equities, exchange-traded funds, inflation-linked bonds, non-United States securities, venture capital funds, and private placements. Clients may also invest through model strategies offered by Advyzon Investment Management. Stirlingshire requires clients to use its affiliated broker-dealer, Stirlingshire BD, and clearing firm, Apex Clearing Corporation, to execute and custody transactions. The firm offers discretionary portfolio management, meaning professionals buy and sell securities without prior consultation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.