Statera Financial, LLC

RIASEC Registered

Total AUM

$62.1M

Discretionary

$44M

71% of AUM

Avg account

$204K

Accounts

304

Employees

Advisory reps

Firm details

Headquarters: Walpole, Massachusetts
CRD number: 304957
Website: www.staterafinancial.com
Custodians: AXOS, ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals61.19%
HNWI33.66%
Pension & Profit Sharing Plans5.15%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Statera Financial, LLC is an independent, individual-owned registered investment adviser that serves primarily individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and it describes itself as a capital allocator. Its compensation arrangements are flexible and include percentage-of-AUM charges, hourly and fixed fees, and the ability to take performance-based fees. Statera does not identify itself as an active ESG investor and lists an insurance company among its industry affiliations.