Stage Ready Financial Planning (SRFP) provides investment management and financial planning services. SRFP works with clients to establish financial goals and values around money. SRFP offers wealth management services, which include investment management and financial planning. SRFP also offers financial planning services, where they collaborate with clients to develop and implement a financial plan. SRFP may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$29M
Clients34
Advisors1
Avg. per Client$850K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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