Our money management services are fee-based. Management fees are based upon a percentage of the money that we manage on your behalf. We do not earn brokerage commissions or broker-dealer incentives. This arrangement aligns your goals with ours – to increase your portfolio value over time, consistent with your objectives. Annual fees are about 1.5% for taxable accounts, and 1.0% for tax deferred retirement accounts. Management fees for accounts over $1 million are negotiable.
Retirement Planning
Your retirement planning options may be confusing and your decisions will affect your life for many years to come. If you are in the workforce or thinking of retirement, we will analyze your employer benefit plan and recommend all options. Often there are prudent alternatives your employer may not offer that need to be considered. We can help you with plans including IRA's, 401k, 403-b, 457, ICMA, and TSA plans. Keeping your retirement funds tax deferred helps them build value faster and usually provides you larger balances once you retire.
Non-Retirement Planning
Depending upon your goals, most non-retirement accounts can be managed effectively, taking taxes into consideration. We’ll work to keep your money working hard, consistent with your investment objectives, using stocks, bonds, no-load mutual funds and money market fund investments.
Most brokerage accounts are domiciled at Charles Schwab & Company, the largest brokerage firm in America, member of FINRA and SIPC. Alternative brokerage arrangements can be made. Ask us for details.
Why choose Stetson Wealth Management? Find out here.
Phone: (954) 719-1151 - Toll Free: (888) 569-3977
e-mail: barry@stetsonwealthmanagement.com 
