Stillpoint Investing manages investment portfolios for individuals, focusing on exchange-traded funds (ETFs) and vertical options spreads on liquid ETFs and large-cap stocks. Stillpoint uses proprietary market models to allocate investments based on risk tolerance and market conditions. Stillpoint does not offer financial planning services separately from investment management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
1.00% for investment programs that trade one day per month or less. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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