Transparent, Upfront Pricing
Wealth Management & Family Office Services
Stenger Gold Desk
Basic financial planning
Asset allocation ETF portfolios
Annual review with our team
Access to tax & legal services
Minimum investment - $1,000
Annual fee rate - 1.00% (billed monthly)
Core Wealth Management
Full service financial planning
Customized investment portfolios
Unlimited access to a Stenger financial advisor
Access to tax & legal services
Minimum investment - $100,000
Annual fee rate - 1.00% (billed monthly)
Family Office
Advanced financial planning
Customized investment portfolios
Unlimited access to a Stenger financial advisor
Discounted tax & legal services
Minimum investment - $2,000,000
Annual fee rate - starting at 1.00% (billed monthly)
Flat Rate Consulting Services
Annual Family Office Consulting
Financial planning
Includes 4 hours of consulting with a Stenger financial advisor
Additional hours billed separately
Discounted or bundled tax & legal services
Alternative investment consulting
Stenger Family Office does not manage your investments
Fee Rates
Annual contract
Billed either monthly or upfront
Minimum annual fees
Nick Stenger - $50,000
Audrey Feldpausch, CFP® - $15,000