Stonehurst Management provides investment advice to individuals, families, trusts, estates, charitable organizations, endowments, and business entities. Stonehurst develops asset allocations based on your circumstances, needs, goals, experience, and risk tolerance. Stonehurst uses mutual funds, exchange-traded funds, publicly held securities, municipal securities, United States government securities, and interests in partnerships.
Assets Under Management$21M
Clients31
Advisors1
Avg. per Client$660K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated. Reduced fees may be offered to not-for-profit organizations, family members, and in other special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...