Steadfast Financial Services
Assets Under Management
$74.8M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$37.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Steadfast Financial Services, Inc. provides tailored financial planning and investment management services. They offer advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. They primarily invest in mutual funds and ETFs and do not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Financial planning fees range from $500 to $20,000, depending on complexity. Retainer agreements can cost up to $60,000 annually, billed quarterly. Hourly planning services range from $75 to $150 per hour. Investment management fees are based on a percentage of assets under management, with accounts under $1,000,000 billed at 1% annually. The minimum initial investment is $200,000.
Areas of Practice
Location
FL, United States