Firm
Stembrook Asset Management
Red Bank, New Jersey
Fee-only
Facts
| Based in | Red Bank, New Jersey |
|---|---|
| Website | stembrook.com |
| [email protected] | |
| Phone | (201) 484-0063 |
Stembrook Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We work with individuals, families, and business owners with $2 million or more of investable assets." source
"we are only compensated for the advice and investment management we provide, based upon your assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $148 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 144116 |