Stauffer Financial offers investment management services where they manage your investments based on your goals, risk tolerance, and time horizon. They create investment strategies, select investments, and monitor your portfolio. Clients can place restrictions on certain investments. Stauffer Financial also receives commissions from selling insurance products, which creates a conflict of interest, but they are legally required to act in your best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...