Stock FAQs

how much does stifel charge on stock sales

by Prof. Trace Connelly Published 3 years ago Updated 2 years ago

$12.00 per order

Full Answer

What are analysts'target prices for Stifel Financial's shares?

5 equities research analysts have issued 12 month target prices for Stifel Financial's shares. Their forecasts range from $56.00 to $70.00. On average, they expect Stifel Financial's share price to reach $64.00 in the next year. This suggests a possible upside of 15.3% from the stock's current price.

Who owns Stifel Financial?

Stifel Financial's stock is owned by a number of retail and institutional investors. Top institutional investors include Capital Research Global Investors (5. 84%), Alliancebernstein L. P. (3. 74%), Earnest Partners LLC (2. 67%), State Street Corp (2. 62%), Millennium Management LLC (2. 53%) and Dimensional Fund Advisors LP (2. 24%).

How much do Stifel charge for financial planning?

Financial planning fees: The financial planning fee charged by Stifel, Nicolaus & Company is also negotiable but typically has a maximum limit of $5,000, with the exact rate dependent on the complexity of a client’s situation, the amount of assets being considered and the scope and range of services provided .

What is the dividend payout ratio of Stifel Financial?

The dividend payout ratio of Stifel Financial is 9.01%. This payout ratio is at a healthy, sustainable level, below 75%. In the past three months, Stifel Financial insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $731,900.00 in company stock.

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What fees does Stifel charge?

Fees Under Stifel, Nicolaus & CompanyProgram NameAssociated FeesAsset-Based Wrap Stifel FeeUp to 2.5%Manager-Traded PortfoliosAsset-based wrap fee up to 2.5%, and product fees between .10% - 1.00%.3 more rows•Jul 9, 2021

Does Edward Jones charge transaction fees?

Are There Any Fees? For "Select Accounts," you only pay trade commissions whenever you buy or sell investments. For all other accounts, Edward Jones will charge a percentage of assets under management that varies by account size.

How is Stifel, Nicolaus rated?

Fitch Ratings - New York - 08 Jun 2020: Fitch Ratings has affirmed Stifel Financial Corporation's (Stifel) Long-term Issuer Default Rating (IDR) at 'BBB', its Viability Rating (VR) at 'bbb' and its senior unsecured debt rating at 'BBB'. The Rating Outlook is Stable.

What is a Stifel prestige account?

The Stifel Prestige ® Account provides access to unlimited check writing that includes expense tracking, a Visa ® debit card that provides ATM and point-of-sale access, and access to our Stifel Insured Bank Deposit Program, which provides up to $1.0 million in FDIC insurance for cash sweep balances.

Which is better Charles Schwab or Edward Jones?

Compare company reviews, salaries and ratings to find out if Charles Schwab or Edward Jones is right for you....Overall Rating.Overall Rating3.93.8Work/life balance3.93.7Compensation and benefits3.83.5Job security and advancement3.53.2Management3.53.41 more row

Is fidelity better than Edward Jones?

Edward Jones's brand is ranked #200 in the list of Global Top 1000 Brands, as rated by customers of Edward Jones. Fidelity Investments's brand is ranked #162 in the list of Global Top 1000 Brands, as rated by customers of Fidelity Investments....Edward Jones vs Fidelity Investments.46%Promoters14%Passive40%Detractors

Is Stifel middle market?

Stifel – Recognized for its IPO advisory services in the middle market sector. It focuses on companies in the defense, aerospace, financial services, healthcare, energy, and real estate sectors.

Is Stifel a broker dealer?

(CSA), an independent contractor broker-dealer firm, and Stifel Bank & Trust, a retail and commercial bank. Stifel Bank & Trust offers consumer and commercial lending. Stifel Trust Company, N.A. offers trust and related services.

Is Stifel the same as Stifel Nicolaus?

Established in 1890 and headquartered in St. Louis, Missouri, Stifel is one of the nation's leading firms. Stifel, Nicolaus & Company, Incorporated is a wholly owned subsidiary of Stifel Financial Corp.

How does Stifel make money?

Indeed, the company's main source of revenue comes from its brokerage operations. That said, about half of its workforce performs investment advisory roles including research. Many advisors also sell insurance. The firm is owned by the publicly traded company Stifel Financial Corp.

How do I delete my Stifel account?

If you do not have accounts at Stifel, you can request to delete your Wealth Tracker account at any time, and we will securely delete your account information from our systems. For Stifel clients, please contact your Financial Advisor to close your accounts.

Is Stifel Nicolaus self clearing?

Stifel, as a self-clearing broker-dealer, provides securities trading, processing, execution, and other services to Stifel Independent Advisors and KBW, as an introducing broker-dealer.

Where is Stifel Financial located?

Securities and Exchange Commission, each a subsidiary of Stifel Financial Corp. with headquarters located at 501 North Broadway, St. Louis , Missouri 63102. If you have questions regarding the services and/or compensation related to your Plan after reviewing this supplement, please send an inquiry to our ERISA 408 (b) (2) Disclosure questions mailbox at [email protected] or contact your Financial Advisor.

What is fixed income securities?

Fixed income securities are investments that provide a return in the form of fixed periodic payments and eventually the return of principal at maturity or when the security is “called” by its issuer. All fixed income products have their own official statements or other disclosure materials from the issuer when initially offered, which are available from your Financial Advisor. Fixed income securities include certificates of deposit, corporate bonds, municipal bonds, convertible securities, federal agency bonds, mortgage-backed securities, preferred stock, and U.S. Treasuries. The Firms are compensated for fixed income securities purchased or sold on a principal basis by either “marking up” (upon the Plan’s purchase) or “marking down” (upon the Plan’s sale) the price of the security paid or received by the account owner. The amount of the “mark up” or “mark down” can range between 0.01% and 2.25%, and averages approximately 1.0% on all fixed income securities trades done at the Firms. Fixed income securities sold on an initial offering are typically sold at “par” (i.e., face value), with the Firms receiving compensation as described in the official statement or disclosure materials from the issuer. Fixed income securities may be sold on an agency basis, under which the Firms are compensated on a commission basis. Detailed information on commissions paid to the Firms is included on the specific trade confirmations you receive.

How are fixed income securities compensated?

The Firms are compensated for fixed income securities purchased or sold on a principal basis by either “marking up” (upon the Plan’s purchase) or “marking down” (upon the Plan’s sale) the price of the security paid or received by the account owner.

What is collective investment trust?

Collective investment trusts are investment funds available generally to institutional investors that pool investor assets for the purpose of larger investments by the trust. The Firms are compensated on a fee basis that can range between 0% and 1.0%. Detailed information on compensation and fees associated with collective investment trusts is set forth in the offering disclosure documentation provided by the specific trust.

Does Stifel have a termination fee?

If your Plan utilizes the Stifel-sponsored plan document prototype, each Plan account may be charged a termination fee. Click here for more information. This charge is not paid to your Financial Advisor.

Do all fund companies pay Stifel?

Not all fund companies pay Stifel networking fees, and networking fees that are paid to Stifel vary by fund company. Any networking fees paid to Stifel are deducted from the fund manager’s assets, but in some cases may be subsidized in part by affiliates or the distributor of the funds. Amount.

Does Stifel pay for sub account?

Not all fund companies pay Stifel sub-accounting fees, and sub-accounting fees that are paid to Stifel vary by fund company. Any sub-accounting payments made to Stifel are paid from investor assets in the mutual funds, but in some cases may be subsidized in part by affiliates or the distributor of the mutual funds.

How to buy shares in Stifel Financial

Compare share trading platforms. Use our comparison table to help you find a platform that fits you.

Is it a good time to buy Stifel Financial stock?

The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.

Is Stifel Financial under- or over-valued?

Valuing Stifel Financial stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Stifel Financial's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.

Stifel Financial share dividends

Recently Stifel Financial has paid out, on average, around 10.59% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 1.58% of the current stock value.

Have Stifel Financial's shares ever split?

Stifel Financial's shares were split on a 3:2 basis on 16 December 2020. So if you had owned 2 shares the day before before the split, the next day you'd have owned 3 shares. This wouldn't directly have changed the overall worth of your Stifel Financial shares – just the quantity.

Stifel Financial share price volatility

Over the last 12 months, Stifel Financial's shares have ranged in value from as little as $55.2432 up to $78.6. A popular way to gauge a stock's volatility is its "beta".

Stifel Financial overview

Stifel Financial Corp. , a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, rest of Europe, and Canada.

When is Stifel's earnings conference call?

Stifel Financial will be holding an earnings conference call on Wednesday, July 28th at 9:30 AM Eastern. Interested parties can register for or listen to the call using this link.

What is a hold rating on Stifel?

A hold rating indicates that analysts believe investors should maintain any existing positions they have in SF, but not buy additional shares or sell existing shares.

When will Stifel split?

The 3-2 split was announced on Wednesday, November 11th 2020. The newly minted shares were distributed to shareholders after the closing bell on Wednesday, December 16th 2020. An investor that had 100 shares of Stifel Financial stock prior to the split would have 150 shares after the split.

Is Stifel Financial a hold?

Wall Street analysts have given Stifel Financial a "Hold" rating, but there may be better buying opportunities in the stock market. Some of MarketBeat's past winning trading ideas have resulted in 5-15% weekly gains. MarketBeat just released five new stock ideas, but Stifel Financial wasn' t one of them.

How to buy shares in Stifel Financial

Compare share trading platforms. Use our comparison table to help you find a platform that fits you.

Buy Stifel Financial shares from these brokerages

Compare special offers, low fees and a wide range of types of investments among top trading platforms.

Is it a good time to buy Stifel Financial stock?

The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.

Is Stifel Financial stock undervalued or overvalued?

Valuing Stifel Financial stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Stifel Financial's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.

Stifel Financial share dividends

Recently Stifel Financial has paid out, on average, around 10.59% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 1.58% of the current stock value.

Have Stifel Financial's shares ever split?

Stifel Financial's shares were split on a 3:2 basis on 16 December 2020. So if you had owned 2 shares the day before before the split, the next day you'd have owned 3 shares. This wouldn't directly have changed the overall worth of your Stifel Financial shares – just the quantity.

Stifel Financial share price volatility

Over the last 12 months, Stifel Financial's shares have ranged in value from as little as $55.2432 up to $78.6. A popular way to gauge a stock's volatility is its "beta".

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Compensation Disclosure Supplement to Your ERISA 408(b)(2) Notice

  • This Online Disclosure Notice supplement describes the compensation received by Stifel, Nicolaus & Company, Incorporated (Stifel), Stifel Independent Advisors, LLC (Stifel Independent Advisors), or Keefe, Bruyette & Woods, Inc. (KBW) (Stifel, Stifel Independent Advisors, or KBW hereafter individually or collectively referred to as the “Firms”) with...
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Description of The Firms and How to Contact Us

  • Your Plan maintains or may maintain a securities brokerage account or accounts with Stifel, Stifel Independent Advisors, or KBW. Stifel, Stifel Independent Advisors, and KBW are securities broker-dealers registered with the U.S. Securities and Exchange Commission, each a subsidiary of Stifel Financial Corp. with headquarters located at 501 North Broadway, St. Louis, Missouri 63102. If y…
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Description of Services Provided by The Firms to The Plan

  • Pursuant to our agreement with you, and upon your direction, Stifel, Stifel Independent Advisors, or KBW has opened or will open an account on behalf of the Plan and/or a separate brokerage account for each Plan participant. Please review the ERISA Section 408(b)(2) Notice previously provided for a description of services.
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Description of Compensation Paid to The Firms

  • The Firms may receive various forms of compensation related to the services it provides to your Plan and depending upon the investments selected by your Plan and/or its participants. A. Direct Compensation Paid to the Firms From the Plan Stifel brokerage accounts are subject to applicable fees on the Stifel Fee Schedule. If your Plan utilizes a Stifel-sponsored plan documen…
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Scope of Disclosure

  • The information provided herein is a supplement intended to address the disclosure requirements under Section 408(b)(2) of the Employee Retirement Income Security Act of 1974, as amended (ERISA). Your Plan may incur other service charges that are not payable to the Firms. Such charges may include any expenses, fees, and other costs payable to the Plan’s administrative se…
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Investing in Mutual Funds at Stifel

Important Considerations

Mutual Fund Share Classes

Sales Charge Breakpoints, Rights of Accumulation, and Letter of Intent

Nav, Reinstatements, and Exchanges

Fee-Based Accounts

  • Mutual funds are also offered through various fee-based programs and accounts at Stifel, including discretionary and non-discretionary investment advisory programs and non-discretionary fee-based brokerage accounts. Instead of paying a sales charge on each transaction, you pay an annual fee based on a percentage of the value of the assets held in t...
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Mutual Fund Service, Support, and Operating Costs

How Compensation Is Paid to Stifel and Your Financial Advisor

Other Compensation Stifel May Receive

Expense Reimbursements and Administrative Service Fees

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