Heydorn|Stone Capital Management provides investment management services, creating tailored portfolios based on client goals, risk tolerance, and time horizon. They primarily manage investments for individuals, trusts, retirement plans, endowments, foundations, and corporations. They may also offer financial planning services, including retirement planning, college funding, and 401(k) option selection. Clients with at least $500,000 of assets under management may request a complimentary financial plan.
Assets Under Management$130M
Clients109
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$63M
www.heydornstone.com ·www.facebook.com/heydornstone ·www.linkedin.com/company/heydorn-capital-manage...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Minimum quarterly fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...