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Fees

Equity Accounts (discretionary)

Annual management fee:
$100,000 to $1 million 1%
$1 million to $5 million 0.75%
$5 million to $10 million 0.65%
Over $10 million 0.60%

Fixed income Accounts (discretionary)

Annual management fee:
$100,000 to $1 million 0.75%
$1 million to $5 million 0.50%
$5 million to $10 million 0.45%
Over $10 million 0.40%

Transaction Fee per discretionary trade*

Equities $9.95
Bonds $30

Fixed Income Accounts (non-discretionary)

Available on a traditional brokerage basis

*Stolper Asset Management does not receive any portion of the transaction fee.

A full description of fees and services are provided in the Stolper Asset Management Client Agreement prior to opening an account.

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Forms

ADV Part 2A Brochure 2017