Goldstone Portfolios provides investment management services, typically on a discretionary basis, meaning they make investment decisions for you. They create a portfolio based on your goals and risk tolerance, using stocks, bonds, and exchange-traded funds (ETFs). They may also use mutual funds, options, and variable annuities. Goldstone Portfolios will also research and offer advice pertaining to other types of investments held in client portfolios.
Assets Under Management$28M
Clients29
AdvisorsN/A
Avg. per Client$960K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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