Sturman Wealth offers wealth management solutions through personal contact, investment management, and financial planning. They create investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks or bonds. Sturman Wealth also provides standalone financial planning services, covering areas like investment planning, retirement planning, and education savings. They may refer clients to other specialists like accountants or attorneys.
Fee Structure
Sturman Wealth charges a fee based on the value of your portfolio, up to 1.75% annually. The exact fee depends on the complexity of your situation, the amount of assets they manage, and your overall relationship with them. Fees are billed monthly or quarterly in advance. This fee does not include brokerage or custody fees.