Stockman Wealth Management offers individual and institutional portfolio management, financial planning, retirement plan consulting, and automated investment services. Founded in 2002 and based in Billings, Montana, the firm is a wholly owned subsidiary of Stockman Financial Corporation. Stockman Wealth Management uses fundamental and qualitative analysis, asset allocation, and long-term and short-term purchase strategies to construct diversified portfolios for individuals, high-net-worth clients, trusts, and businesses.
Assets Under Management$5.2B
Clients1,532
Advisors25
Avg. per Client$3.4M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable. Family members and close personal relations of firm employees may receive discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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