Stableford Capital LLC

Stableford Capital LLC is an investment advisory firm based in Scottsdale, Arizona, established in 2016. The firm specializes in providing financial planning, portfolio management, and retirement plan advisory services. They offer tailored advisory services based on clients' financial circumstances, risk tolerance, and goals. Stableford Capital manages investment portfolios on a discretionary basis, giving them the authority to supervise and direct portfolios without prior consultation with clients. The firm's investment strategies focus on long-term total returns, emphasizing capital compounding companies with sustainable competitive edges and experienced management teams. For portfolio management, Stableford Capital charges an annualized investment fee of 1% based on assets under management. Retirement plan advisory services fees are individually negotiated and may range up to 1.00%. Model Portfolio fees for retirement plan participants are subject to an additional annual investment management fee of 0.25%. The firm does not engage in performance-based fees or side-by-side management. Stableford Capital serves various types of clients, including pensions, endowments, retirement plans, individuals, high net worth individuals, other investment advisers, and corporations. The firm does not impose a minimum portfolio value for conventional investment advisory services or a minimum fee. Clients have the option to direct brokerage practices and may choose a specific broker for custodial or transaction services. The firm participates in the Fidelity Institutional Wealth Services program for custody and brokerage services. The team at Stableford Capital includes Andrew J. Brinkman, Nikki K. Polistina, Justin C. Thomas, and James O. Patterson, III, each bringing a wealth of experience and expertise to the firm. The team is committed to acting in the best interests of clients and providing comprehensive financial services tailored to individual needs.