Lisa Tomczak is a registered investment advisor at Slatestone Wealth LLC, based in Jupiter, FL, with 19 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 536 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million. Fees start at 1.25% for relationships below the investment minimum and scale down based on the level of assets under management.
Fee Estimator
Location
661 University Blvd, Suite 100, Jupiter, FL, 33458
Get directionsHistory
Regulatory History (1)
Criminal
December 1989Employment History
Current Registrations
Slatestone Wealth LLC
Previous Registrations
Svb Wealth
Banyan Partners, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.