Firestone Capital Management offers wealth management, financial planning, and investment advice to individuals, families, pension plans, charities, and corporations. They help clients structure and diversify their investment portfolios based on their objectives. Firestone may recommend other professionals like attorneys or accountants, but clients have the final say. The firm's staff includes advisors with Certified Financial Planner and Chartered Financial Analyst certifications.
Assets Under Management$710M
Clients314
Advisors5
Avg. per Client$2.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$250
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 | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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