Fieldstone Money Management offers investment advice to individuals. The firm creates portfolios of individual stocks and bonds, exchange traded funds (ETFs), options, mutual funds, and other public and private securities. Portfolios are reviewed at least quarterly and rebalanced as needed. Clients can place reasonable restrictions on investments.
Assets Under Management$9.1M
Clients53
Advisors2
Avg. per Client$170K
Avg. per Advisor$4.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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