Alana Stone is a CFP-designated registered investment advisor at Heydorn Stone Capital Management LLC, based in Larchmont, NY, with 20 years of industry experience. Alana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 109 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Minimum quarterly fee of $1,250.
Fee Estimator
Location
2039 Palmer Avenue, Suite 202, Larchmont, NY, 10538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Heydorn Stone Capital Management LLC
State Registrations3 states
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