Stolper & Company (SCI) helps clients choose investment managers and mutual funds. SCI also provides asset allocation services, monitoring subadvisers and negotiating their fees. Additionally, SCI offers financial planning services to individuals and families, covering budgeting, education, retirement, and estate planning. SCI only provides financial planning services for clients that are, or expect to become, investment management clients.
Assets Under Management$620M
Clients65
Advisors1
Avg. per Client$9.5M
Avg. per Advisor$620M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5M+ | 0.35% |
Fees may be lower for some clients based on assets, relationship length, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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