We value learning about each of our clients’ lives, their comfort with risk, and their time horizon for their short- and long-term goals.  This allows us to develop a truly customized vision and strategy that makes sense for their unique situation.  Our team believes that periodic conversations with our clients allow us to keep up to date with any changes or concerns that may be occurring.  It is important to us that our clients are aware of their progress toward their goals, as well as for us to make sure their strategy is still on track with their life events and circumstances.

Simple Fee Structure

Whether you prefer a fee-based relationship through our advisory services or prefer to remain transactional through brokerage services, we pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure 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.

Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide and to Stifel’s Form CRS.