Bannerstone Capital Management is an investment advisory firm that creates and manages customized investment portfolios for clients. Bannerstone is paid a fee for their advisory role and does not collect commissions. Client portfolios are held at a third-party custodian like Charles Schwab. Bannerstone's investment strategies are tailored to each client's goals, risk tolerance, and financial circumstances.
Assets Under Management$140M
Clients102
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable, particularly for fixed income portfolios.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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