Stonefield Investment Advisory offers personalized asset management and financial planning services for individuals, families, businesses, and retirement plans. Founded in 1998 and based in Cedar Rapids, Iowa, the firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and options. Stonefield Investment Advisory works closely with clients to understand their financial history and long-term goals before developing an investment strategy. In addition to managing portfolios, the firm provides comprehensive financial planning, general consulting, and retirement plan advisory services. Clients can choose between discretionary management—where Stonefield Investment Advisory makes trades on their behalf—or non-discretionary management. The firm emphasizes transparency, risk management, and regular portfolio reviews to help clients navigate various market conditions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.88% |
Fees are assessed quarterly in advance. Stonefield Investment Advisory may negotiate to waive or reduce account minimums or fees at its discretion.