Assets Under Management
$85.7M
Number of Clients
209
Number of Advisors
1
Average Client AUM
$410K
AUM per Advisor
$85.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stonefield Investment Advisory, Inc. provides financial planning and asset management services to individuals, pension, profit-sharing and 401(k) plans, trusts, charitable organizations, and small businesses. They create individualized investment strategies based on client goals and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.88% |
Fees are negotiable.
425 2nd Street Se, Suite 1200, Cedar Rapids, IA, 52401-1818