Stavis Wealth Transfer Solutions provides financial and estate planning, asset management, and wealth transfer solutions to high-net-worth individuals and their families. Services include coordinating with attorneys, charitable organizations, and family offices. Stavis Wealth offers both discretionary and non-discretionary portfolio management, tailored to individual client needs and objectives. They also offer standalone financial, estate, and insurance planning services.
Assets Under Management$120M
Clients21
Advisors4
Avg. per Client$5.8M
Avg. per Advisor$30M
www.wealthtransfersolutions.com ·www.staviswealth.com ·www.linkedin.com/company/stavis-wealth-transfer...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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