Overview

Total Firm Assets
$210 million
Average High-Net-Worth Client Portfolio Size
$2.3 million
Stated Minimum Account Size
$750,000

Fee Disclosure

Source: THE STANICH GROUP, LLC DBA: CULTIVATING WEALTH ADV PART 2A (2026-03-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.60%
$5,000,001 and above 0.40%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $38,000 0.76%
$10 million $58,000 0.58%
$50 million $218,000 0.44%
$100 million $418,000 0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
71.30%
Number of High-Net-Worth Clients
64
Total Client Accounts
719
Discretionary Accounts
719

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
282447
  • THE STANICH GROUP, LLC DBA: CULTIVATING WEALTH ADV PART 2A (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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