StackWealth LLC provides investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing an investment policy and managing a portfolio. Financial planning involves evaluating a client's current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. StackWealth may recommend third-party professionals but does not receive compensation from them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
If StackWealth utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. Fees are negotiable.