Stonewall Asset Management (SAMI) provides investment management and financial planning services to clients. These services include estate planning, retirement planning, and pension consulting. SAMI offers several investment programs managed by Raymond James & Associates, Inc. (RJA) under a sub-advisory agreement. SAMI advisors help clients select an appropriate program based on their financial situation and goals. RJA then manages the client's assets through the selected program. Both RJA and SAMI advisors receive a portion of the advisory fee.
Fee Structure
Stonewall Asset Management offers investment advisory services through various programs administered by Raymond James & Associates. These programs include Passport, Raymond James Consulting Services, Freedom, and Freedom UMA Strategies. Fees vary depending on the program and the amount you invest. The fees are paid quarterly in advance and are based on the value of your account. All fees are negotiable.