Stella Maris Wealth Management is an independent registered investment advisor headquartered in Greenville, South Carolina, founded by Katrina Whitlinger. The firm offers personalized investment management and comprehensive financial planning—which it refers to as Wealth Stewardship Planning—for individuals, families, retirees, and business owners. Rather than using standardized model portfolios, Stella Maris Wealth customizes each client's investments based on their specific financial goals, risk tolerance, time horizon, and tax situation. The firm's planning services cover a wide array of topics including retirement income, tax strategies, estate planning coordination, education funding, and insurance analysis. In addition to ongoing portfolio management, the firm provides stand-alone project-based financial planning. As a fiduciary, Stella Maris Wealth is legally required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5M+ | 1.10% |
The firm may maintain previously established fee arrangements for certain existing clients or establish different fee structures based on the nature and scope of services provided.