Stonecrest Advisors is a registered investment advisor offering portfolio management and financial planning services. For portfolio management, Stonecrest may use model portfolios developed by third-party managers like Envestnet. Financial planning services cover a range of advisory services to help clients manage their financial resources based on individual needs.
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.