Stonehearth Capital Management is a registered investment advisor based in Danvers, Massachusetts, offering personalized investment management, financial planning, and retirement planning. Stonehearth Capital Management customizes portfolios using mutual funds, exchange-traded funds, individual stocks, and alternative investments, tailoring strategies to each client's specific risk tolerance and goals. The firm offers several portfolio options, including diversified models, a carbon-reduced equity strategy, exchange-traded fund-only portfolios, and individual stock strategies. Stonehearth Capital Management generally requires a minimum investment of $500,000 for its investment management services. In addition to portfolio management, the firm provides financial planning and consulting covering retirement income, taxes, estate planning, and family needs. Stonehearth Capital Management acts in the best interest of its clients when managing accounts or recommending retirement plan rollovers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable under certain circumstances, such as for friends, family, and employees. Fees for 529 college savings plans are charged at half the standard rate.