Stoneridge Wealth Advisors offers investment advice, including financial planning, risk management, tax planning, retirement planning, and estate planning. For investments, they offer non-discretionary advice, meaning they recommend investments, but you make the final decisions. They also offer services for retirement plans, including consulting on plan design, selecting service providers, preparing investment policy statements, and providing investment education for participants.
Assets Under Management$20M
Clients20
Advisors1
Avg. per Client$990K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fee schedule does not include any outside manager fee, which would be separate and in addition to Stoneridge's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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