Stalt Financial offers portfolio management and financial planning services. Investment strategies are tailored to each client's goals, risk tolerance, and investment timeline, documented in an Investment Policy Statement. Financial planning covers investment planning, risk management, tax strategy, retirement income, college savings, debt management, and estate planning. Stalt Financial primarily advises on ETFs but may use other securities. As a fiduciary, Stalt Financial is legally required to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable. Clients with assets managed by Stalt Financial compensate them for advisory services, which inherently include financial planning. As a result, financial planning fees may be reduced or waived based on the complexity of the client’s financial situation and the level of assets under management.