Stairway Partners, LLC
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Overview
Stairway Partners, LLC operates as an advisory company headquartered in Chicago, Illinois. The firm oversees $1.1 billion in assets under management across 102 client accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). Stairway Partners, LLC has a small team, including 3 financial advisors. Stairway Partners, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like equities, bonds and options.
Stairway Partners, LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions for the client's account without needing to seek the client's consent. Stairway Partners, LLC's typical account size is $10.8 million. The typical advisor at Stairway Partners, LLC administers around 34 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is at 209 South Lasalle Street, Chicago, Illinois 60604-1447. The company is legally allowed to serve investors across a few states, including Florida, Illinois, Minnesota and New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stairway Partners, LLC by the Numbers

$1.1 billion

6

102

$10.8 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 102 accounts, Stairway Partners, LLC's biggest client type by number of accounts is high net worth investors, but it also serves 35 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 66.04%
- Other Individuals - 15.09%
- Corporations - 11.32%
- Charitable Organizations - 7.55%
* 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
Stairway Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stairway Partners, LLC
Minneapolis, MN
Chicago, IL
Minneapolis, MN
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