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Stance Capital Llc
Boston, Massachusetts
5.0
21 Reviews
Stance Capital LLC, a small investment advisory firm headquartered in Boston, MA, is dedicated to providing expert financial guidance and personalized investment solutions. With a single office, the firm boasts a talented team of three professionals, two of whom offer specialized investment advisory services. With an average of $70,160,000 in assets under management per investment advisor, Stance Capital LLC aligns with industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring their interests are aligned with their clients'.
Impressively, Stance C...see more
Assets Under Mgmt
$140.33M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Stance Capital Llc
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