Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stringer Asset Management charges an annual investment management fee based on a percentage of assets managed. The fee varies between 0.25% and 1.00%, depending on the market value of assets and scope of services. Fees are exclusive of brokerage commissions and other transaction costs. The firm may negotiate a lesser fee based on certain criteria. The firm does not impose a minimum account size or minimum fee.
Areas of Practice
Advisor Information
Office location
Philadelphia, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kaitlyn works as a Senior Internal Consultant at Stringer Asset Management since January 2022. This activity is investment-related.