Stivers Wealth Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They also offer co-advisor services through an agreement with Matson Money, where Matson Money manages investments and Stivers Wealth maintains client relationships and ensures client information remains current. Stivers Wealth generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Minimum annual advisory fee of $5,000. Fees are generally negotiable. StiversWealth also has a co-advisory agreement with Matson Money, where fees generally are 1-2% of Client assets under management.