Whitestone Capital Management provides personalized investment management services for individuals, trusts, estates, and business entities. Founded in 1991 and based in Avon, Ohio, the firm is led by John N. Stamatis. Whitestone Capital Management builds customized portfolios primarily using fundamental analysis, focusing on stocks, certificates of deposit, and United States government securities. The firm has full authority to make trades without asking first, tailored to each client's specific goals and risk tolerance. Clients receive weekly portfolio reviews and monthly statements from their custodian broker.
Assets Under Management$6.1M
Clients15
Advisors1
Avg. per Client$410K
Avg. per Advisor$6.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1% billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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