Stone Churby is a CFP-designated registered investment advisor at Weatherly Asset Management, based in Del Mar, CA, with 2 years of industry experience. Stone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 381 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fee schedule is for equity securities held for permanent investment. For fixed income securities, the fee schedule is: 0.50% of the first $10 million; 0.30% of the next $40 million; 0.20% of the next $50 million; and 0.15% of the next $100 million. Fees are negotiable.
Fee Estimator
Location
832 Camino Del Mar, Suite 4, Del Mar, CA, 92014
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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
Weatherly Asset Management
State Registrations1 state
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