Stafford Capital Management LLC
Assets Under Management
$4.9M
Number of Clients
3
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)
About This Firm
Stafford Capital Management, LLC (SCM) offers discretionary investment management services, primarily investing in equity and equity-related securities. They cater to high-net-worth individuals, families, trusts, and small businesses, tailoring investment strategies based on client profiles. SCM employs a GARP (growth at a reasonable price) investment approach.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
SCM charges an annual management fee based on assets under management: 1.00% on the first $5 million, 0.75% on assets between $5 million and $10 million, and 0.50% on assets over $10 million. Fees are payable quarterly in advance. SCM generally requires a minimum initial investment of $1,000,000, but this may be waived at their discretion.
Areas of Practice
Location
1505 Bridgeway, Suite 206, Sausalito, CA, 94965