Cobblestone Wealth Advisors offers financial planning and consulting services, including comprehensive and single-subject planning. They also help clients select third-party money managers, monitoring their performance and reallocating strategists as needed. Cobblestone does not manage client accounts directly, but recommends money managers who will actively manage the portfolio with discretionary authority.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan Development Fee:
- $2,500 for investable assets between $250,000 and $500,000
- $3,500 for investable assets between $500,001 and $1,000,000
- As quoted for investable assets over $1,000,001 (negotiable based on complexity)
- Planning Update Fee:
- $1,250 for assets under management between $0 and $250,000
- $1,000 for assets under management between $251,000 and $500,000
- $750 for assets under management between $501,000 and $1,000,000
- Complimentary for assets under management over $1,000,001
- Hourly Consulting: $500 per hour for the first hour (or partial hour), and $250 per half hour for each additional hour. Administrative work is $150 per hour (1 hour minimum).
One-Time Plan:$2,500 - $3,500
Hourly Rate:$250 - $500/hr
Loading...