Stillwater Capital Advisors offers investment management and financial planning services. For investment management, they create tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds. They offer both discretionary and non-discretionary investment advisory services. They also provide financial planning services, which include a comprehensive evaluation of a client's current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$1.3B
Clients589
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$340M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable on assets over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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