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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us

 

Advisory Services & Fees

Advisory fees are based on a percentage of the assets under management. Fees are payable on a quarterly basis in advance based on the market value of the assets under management at the end of the preceding quarter. Most clients choose to have the management fee deducted directly from the investment account; however, you may choose to be direct billed if you prefer.

Minimum Account Balance: Our minimum opening balance is $750,000 in a single account or $1,000,000 in two accounts (provided neither account is less than $250,000). Existing clients may open additional accounts with a minimum of $250,000 each. Call our office at 1-800-790-5001 for more information.

Annual advisory fees are as follows:
Total Value of Account(s) Annual Fee
$750,000 - $1,249,999 1.20%
$1,250,000 - $2,999,999 1.00%
$3,000,000 - $4,999,999   .85%
$5,000,000 - $10,000,000   .75%
Over $10,000,000   Please call

Clients may be able to obtain similar services from
other providers for lesser fees.


Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.
sfm@stackfinancialmanagement.com