Stone Island Financial Planning offers financial planning and investment advisory services. They provide combined financial planning and investment management, standalone financial planning, and standalone investment management. Financial planning covers areas like net worth, cash flow, retirement, investments, estate planning, insurance, education funding, and employee benefits. Investment advice is tailored to client objectives and risk tolerance. They also offer limited-scope, project-based financial planning services.
Fee Structure
Stone Island Financial Planning offers standalone investment management services. The annual fee is charged quarterly, in advance, based on the value of your investments. The fee ranges are:
- Cash and Fixed Income – 0.10% to 1.00%
- Actively Managed Portfolios – 0.50% to 2.00%
The specific percentage you pay depends on the total amount of assets and the number of accounts managed for you.