Our Approach
Our Differentiation
We believe that every client, regardless of whether they are trying to accumulate wealth, preserve their wealth, generate income from their wealth, or pass on their wealth to others should have a clear understanding of how we are going to pursue those goals.
While most of our accounts are fee-based through advisory services, we also serve clients who 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, available on our website at stifel.com/disclosures/investment-advisory-services/program-disclosures, 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 stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at stifel.com/relationshipguide and to Stifel’s Form CRS, available at stifel.com/CRS.
We believe that every client, regardless of whether they are trying to accumulate wealth, preserve their wealth, generate income from their wealth, or pass on their wealth to others should have a clear understanding of how we are going to pursue those goals.
While most of our accounts are fee-based through advisory services, we also serve clients who 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, available on our website at stifel.com/disclosures/investment-advisory-services/program-disclosures, 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 stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at stifel.com/relationshipguide and to Stifel’s Form CRS, available at stifel.com/CRS.