Stifel, Nicolaus & Company’s fee schedule varies across the many different services and programs it offers, as show in the below table. From there on out, the firm will regularly monitor your account and rebalance as necessary. Once all applicable information has been communicated, your risk tolerance, liquidity needs and an investment plan will be ironed out.Īfter that, your plan will be enacted and your money invested in specific areas of the market.
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You will also need to present a full picture of your current financial situation so your advisor has something on which to base your plan. This process begins with a face-to-face meeting to determine your ultimate financial goals and when you want to reach them by.
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In an attempt to standardize its client experience, Stifel uses a similar process when interacting with new and existing account holders. This includes the widespread use of exchange-traded funds (ETFs), mutual funds and fixed-income securities in its client portfolios.
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Stifel, Nicolaus & Company Investment Philosophyīecause Stifel, Nicolaus & Company has such a wide range of services and programs, it adheres to a very general long-term investment ideology.
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It serves individuals, corporations and other businesses, pension and profit-sharing plans, institutions, estates, trusts, employee benefit plans, charitable organizations, educational institutions and banks. Likely because of the sheer size of its advisory team, Stifel, Nicolaus & Company works with a number of different client types. Stifel, Nicolaus & Company Client Types and Minimum Account Sizes The team includes accredited investment fiduciaries (AIF), certified financial planners (CFP), chartered financial analysts (CFA), accredited portfolio management advisors (APMA), certified divorce financial analysts (CDFA), accredited asset management specialists (AAMS), chartered retirement plans specialists (CRPS), certified investment management analysts (CIMA), chartered financial consultants (ChFC), chartered life underwriters (CLU) and more. With such a large group of advisors at its disposal, this firm’s team boasts a number of certifications and specialties. Since that time, it has merged with numerous companies, and it is now traded on the New York Stock Exchange. But after Herman Stifel and Henry Nicolaus joined the firm around the turn of the 20th century, it was rebranded as Stifel Investment Company, and eventually became Stifel, Nicolaus Investment Company. Stifel, Nicolaus & Company, Incorporated can trace its roots all the way back to 1890, when it was called Altheimer and Rawlings Investment Co. Stifel currently manages client accounts for a vast majority of non-high-net-worth and high-net-worth individuals. The fee-based firm has continued to grow due its purchases of existing firms, including Barclays Wealth and Investment Management.
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The firm is one of the largest in America, in both the size of its advisory team and AUM. Louis, Missouri home, but it also has offices in New York, Baltimore, Chicago, San Francisco and London. Stifel, Nicolaus & Company, Incorporated calls St.