Stifel Independent Advisors offers various advisory programs with different fee structures. The Summit Program charges up to 1.00% annually of the managed assets, potentially negotiable. The Vantage Program charges commissions based on a standard schedule. Wrap fee programs are also available through Stifel, detailed in a separate brochure. Clients are encouraged to review all available options with their financial advisor.
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Learn about disclosures →Avri is a notary public and a volleyball coach for Rockwood School District. The coaching role takes minimal time, while the notary public duties take minimal time.