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Stakeholders Capital
Amherst, Massachusetts
5.0
1 Review
Stakeholders Capital, based out of Amherst, MA, is a leading investment advisory firm with a strong track record in managing assets for high net worth individuals. With a team of 8 dedicated professionals, including 4 investment advisors, they possess a wealth of expertise in delivering exceptional financial guidance.
With an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, Stakeholders Capital surpasses industry standards. Their compensation structure is diverse, incorporating a percentage of assets under management among other types.
Catering to over 80 individual clients,...see more
Assets Under Mgmt
$145.69M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Stakeholders Capital
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