Stonecreek Wealth Advisors offers retirement planning and investment advisory services. They may recommend third-party investment advisors like AssetMark or Matson Money. Stonecreek monitors these third-party advisors and acts as the client's primary financial advisor. They also offer a subscription-based newsletter service. Stonecreek does not have discretion over client accounts.
Assets Under Management$80M
Clients273
Advisors1
Avg. per Client$290K
Avg. per Advisor$80M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be lower and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...