Third Stanza Group offers financial planning and investment advice, managing client portfolios based on their individual goals. They use a tactical allocation strategy to reduce risk and improve performance, potentially using various securities and investment products. Financial planning is included with investment advisory services, and they do not offer standalone financial planning. They also offer qualified retirement plan consulting services to plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Asset management fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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