Stormbreaker Financial offers investment management services to individuals, high net worth individuals, trusts, and estates. Stormbreaker Financial creates customized investment strategies based on client goals, risk tolerance, and financial situations. Stormbreaker Financial primarily uses exchange-traded funds (ETFs) to construct portfolios, and may use leveraged ETFs when appropriate. The firm acts as a fiduciary, committed to loyalty, fairness, and good faith.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
For investment portfolios that also include long-only leveraged ETFs, the Advisor’s fee is 0.85%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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