Stifel Independent Advisors, LLC
Assets Under Management
$4.4B
Number of Clients
7,580
Number of Advisors
150
Average Client AUM
$578K
AUM per Advisor
$29.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Stifel Independent Advisors provides discretionary and non-discretionary advisory services, including account/portfolio management, asset allocation, and recommendations of securities or other registered investment managers. They offer various programs, including wrap fee programs and non-wrap fee programs like Vantage and Summit. Services are tailored to clients' investment goals and financial circumstances.
Fee Structure
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.
Areas of Practice
Location
501 N Broadway, St Louis, MO, 63102