Sage Stone Wealth Management provides investment management and financial planning services. They start with a complimentary interview to understand your situation and goals. If you hire them, they'll analyze your finances, risk tolerance, and values. They can manage your investment portfolio, recommend investments, and provide financial planning advice. They also offer sub-advisory services to other investment advisors.
Assets Under Management$230M
Clients121
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Certain legacy clients are billed a lower fee than the current schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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