Statera Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. For investment management, Statera determines investment goals, time horizons, objectives, and risk tolerance to create tailored strategies. Statera may hire sub-advisors to manage client assets. Financial planning services cover various topics such as financial goals, retirement strategy, investment analysis, cash flow analysis, risk management, and estate preservation.
Assets Under Management$150M
Clients205
Advisors5
Avg. per Client$710K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee is negotiable. Sub-advisor fees range from 0.04% to 0.19% and are inclusive of the total fee disclosed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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