Firestone Capital Management offers comprehensive wealth management, ongoing portfolio supervision, and tailored financial planning services for individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. Firestone Capital Management focuses on global asset allocation and regular portfolio rebalancing, aligning investments with each client's specific risk tolerance and time horizon. The team includes professionals holding advanced designations such as Certified Financial Planner and Chartered Financial Analyst. Services begin with a thorough financial planning assessment covering investment planning, retirement preparation, tax strategy, estate planning, and risk management. Once initial planning is complete, Firestone Capital Management provides continuous portfolio oversight and scheduled review meetings. The firm operates as a fee-only advisor, meaning compensation comes solely from direct client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.35% |
Fees may vary based on account complexity and are negotiable. Accounts over $20,000,000 are fully negotiable. Subject to a $250 quarterly minimum fee.