Stanford Wealth Planning offers financial planning and investment management services to individuals, high net-worth individuals, pension and profit sharing plans, and corporations. The firm provides financial planning covering areas like behavioral finance, investment education, life event planning, and tax education. Investment management services involve creating and managing portfolios based on client goals and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | Included |
Fees are negotiable for assets over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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