Alan Whitby is a CFA, CFP-designated registered investment advisor at Stone Summit Wealth LLC, based in Miami, FL, with 18 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $440M 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 | 1.25% |
| $1M+ | 0.75% |
Fees are negotiable. The client may pay a fixed fee in place of an assets under management fee. The fixed fee for Portfolio Management is between $2,000 and $ 20,000. The fixed fee will not exceed 3% of assets under management.
Fee Estimator
Location
Miami, FL
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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
Stone Summit Wealth LLC
Previous Registrations
Investor Solutions
The Lubitz Financial Group
State Registrations2 states
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