Randall Stone Financial provides investment consulting, financial, and estate planning services. Services are provided through financial planners and advisors specializing in portfolio management and investment consulting. Financial planning services are offered on a comprehensive or limited focus basis. The firm also offers real estate investment advisory services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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