Assets Under Management
$5.1B
Number of Clients
2,813
Number of Advisors
26
Average Client AUM
$1.8M
AUM per Advisor
$194.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stockman Wealth Management offers investment management for individuals and institutions, along with financial planning services. They manage accounts on a discretionary or non-discretionary basis, tailoring strategies to client needs. They also offer an automated investment program with a low minimum.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
402 N. Broadway, Billings, MT, 59101