A financial plan with investments that reflect your life goals
Tax-advantaged and cost-effective investments
Personal attention with regular communication
Guidance related to your estate planning strategy and insurance policies
Coordination of financial care with tax and legal advisors
Online and mobile access
Multiple skill sets for clients of different backgrounds and ages
These services are included in the cost you pay. As your assets grow over time, the companies associated with your investments have a better chance to decrease their costs and therefore lower expenses over time.
These services are included in the cost you pay, which is based on a percentage of your assets under management. For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/programdisclosure, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Please never hesitate to ask about our cost, because we are proud of the value you receive for the costs you pay.