Stadion Money Management, LLC
Assets Under Management
$2.5B
Number of Clients
47,926
Number of Advisors
13
Average Client AUM
$52K
AUM per Advisor
$189.9M
Compensation
Fee-Only (AUM)
About This Firm
Stadion Money Management offers discretionary investment management services to retirement plans, participants in 401(k) and similar retirement plans, and IRA holders through its Retirement Account Management Program. Services are offered as QDIA, Participant Choice, and through StoryLine. Stadion also provides technology software and support services to third-party asset managers.
Fee Structure
Stadion's Retirement Account Management Program is a wrap fee program. The annual, asset-based management fees for QDIA services generally range from 0.15% to 0.75%. Fees for individual participant choice typically range from 0.35% to 1.00%, depending on factors like plan size. For certain services, Stadion will waive fees for accounts less than $6,000, and for accounts greater than $6,000, assess an annual minimum fee of $120 if that amount is greater than the asset-based fee. Fees for investment advisory services will generally range from 0.10% to 0.75%. Fees for Stadion’s Custom Advisor Managed Account (“CAMA”) service, fees will generally range from 0.10% to 0.20% depending on the respective roles the RPA and Stadion assume.
Areas of Practice
Location
1061 Cliff Dawson Rd, Watkinsville, GA, 30677