Stegner Investment Associates INC
Assets Under Management
$2.4B
Number of Clients
233
Number of Advisors
4
Average Client AUM
$10.3M
AUM per Advisor
$602.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stegner Investment Associates Inc. (SIA) offers both discretionary and non-discretionary investment advisor services tailored to meet clients' needs and investment objectives. SIA primarily utilizes mutual funds and exchange-traded funds (ETFs). SIA serves as a fiduciary for client accounts.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee Estimator
The annual advisory fee is based on a percentage of assets under management, billed quarterly in advance. The minimum annual account fee is $10,000, billed as $2,500 quarterly, but this minimum may be waived. Some clients have older agreements with different fees. Fixed fees range from $75,000 to $80,000 annually, billed quarterly in advance. Project-based fees range from $100 to $500 per hour, depending on the staff member.
Areas of Practice
Location
233 Breckenridge Lane, Louisville, KY, 40207