Stonewall Equities provides investment management and financial planning services. Stonewall offers both discretionary and non-discretionary portfolio management, tailoring investment advice to meet client needs and objectives. Stonewall also provides financial planning services, addressing areas such as personal finances, taxes, retirement, and investments. Stonewall uses various methods of analysis, including charting, fundamental, and technical analysis.
Assets Under Management$8.8M
Clients26
Advisors1
Avg. per Client$340K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Cash and cash equivalents are billed separately at 0.20% annually. Fixed income equivalents are billed separately at 0.85% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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