Staffieri Capital manages investment portfolios and provides ongoing financial planning services for individuals and high-net-worth clients. Portfolio management services are provided on a discretionary basis using a mix of exchange-traded funds, mutual funds, individual stocks and bonds, structured notes, and alternative investments. Financial planning is offered as an ongoing, integrated service covering retirement planning, tax strategies, estate coordination, cash flow analysis, and education funding. Staffieri Capital operates as a fee-only registered investment advisor based in Utah and maintains client accounts at Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.8M | 1.05% |
| $3.8M - $7.0M | 0.95% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are billed quarterly in advance using a blended fee schedule. Accounts of household members may be aggregated.