Stadia Financial offers investment management and financial planning services to individuals, trusts, and other organizations. Services include wealth management, asset preservation, cash management, estate planning, insurance, and tax strategy. Stadia Financial works with clients to define financial goals, develop a plan, and track progress, making adjustments as needed. They may recommend investments in stocks, bonds, ETFs, real estate, and other assets.
Assets Under Management$0
ClientsN/A
Advisors8
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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