Moonstone Asset Management offers ongoing asset management services, creating investment strategies based on individual client goals, risk tolerance, and time horizons. Moonstone manages accounts on a discretionary basis. Financial planning services include evaluating a client's current and future financial state, cash flow analysis, retirement strategy, long-term investment plan, tax reduction strategy, and estate preservation.
Assets Under Management$75M
Clients68
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees are not to exceed 1.60% annually. Moonstone may charge a lesser investment advisory fee based upon certain criteria. Depending on the Client’s needs, Moonstone may instead charge a flat annual fee, billed quarterly, based on the level of service and account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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