Stone Fox Capital Advisors offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. Stone Fox Capital Advisors requests authority to make trades without asking first. They focus on mutual funds, equities, bonds, and ETFs.
Assets Under Management$400K
Clients10
AdvisorsN/A
Avg. per Client$40K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee of 1.25% applies to Opportunistic Long Only model. Other models have different fees: Opportunistic Levered (1.50%), Opportunistic Hedged (1.50%), and Net Payout Yields (1.00%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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