Stadion Money Management, LLC

CRD#112608
Investment Advisor Firm

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Learn more about Stadion Money Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Stadion Money Management, LLC is located at 1061 Cliff Dawson Rd, Watkinsville, GA. The firm employs 14 financial advisors to manage client portfolios and provide financial guidance. Stadion Money Management, LLC is not a registered broker-dealer.

    Stadion Money Management, LLC oversees $2.3 billion in assets under management across 50,984 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors and pooled investment vehicles, with retail investors being the largest client type by accounts. The fee structure at Stadion Money Management, LLC includes asset-based and other fees.

    Stadion Money Management, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $2.3 billion

    Number of Advisors

    14

    Disclosures

    No

    Office Location

    1061 Cliff Dawson Rd
    Watkinsville, GA 30677

    Stadion Money Management, LLC by the Numbers

    Total Assets Under Management

    $2.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    42

    National Average: 64
    Total Number of Accounts

    50,984

    National Average: 375,227
    Average Account Size

    $45.8 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually are based on the type of services offered. Fees charged by Stadion Money Management, LLC likely include some blend of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Stadion Money Management, LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The firm caters to retail investors and pooled investment vehicles. Out of its 2 clients, Stadion Money Management, LLC's largest client type by number of accounts is pooled investment vehicles.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 99.87%
    • Corporations - 0.13%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Stadion Money Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Stadion Money Management, LLC

    Matthew Lowell
    Watkinsville, GA
    Michael Brooks
    Watkinsville, GA
    Tyler Brewton
    Watkinsville, GA
    Brandon Cooper
    Watkinsville, GA
    Jason Hewell
    Watkinsville, GA
    Hazel Allen
    Watkinsville, GA
    Duane Bernt
    Watkinsville, GA
    Daniel Fay
    North Andover, MA
    Michael Isaac
    Watkinsville, GA

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