Stiles Financial Services, Inc.
DBA: Stiles Financial Services Incorporated
7505 METRO BLVD, Edina, Minnesota 55439
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
mutual funds, including 529 accounts and variable insurance products. A flat annual fee of 0.50% of the assets under management will be charged quarterly in arrears. For variable insurance products a flat annual fee of 0.75% of the assets under management will be charged quarterly in arrears.
Source: Form ADV Part 2 BrochureCompensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.