CS
CS

Christopher John Stone

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B

Fee Structure

Minimum Investment:$30M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $30.0M0.75%
$30.0M - $100.0M0.50%
$100.0M - $250.0M0.40%
$250M+0.35%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

888 Boylston Street, Suite 1010, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Scs Capital Management LLC
December 2017 - Present · 8 yrs 2 mos
State Registrations2 states
FLMA
Advisor
Exams
No exam information available for this advisor.