Stonemark Wealth Management manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth clients, trusts, estates, and retirement plans. Stonemark Wealth Management builds customized model portfolios primarily using individual stocks and bonds, mutual funds, exchange-traded funds, and options. The firm offers both discretionary portfolio management, where Stonemark Wealth Management makes trades on your behalf, and non-discretionary management. Financial planning and general consulting are available and may be provided at no additional charge for investment management clients, or billed separately on an hourly or fixed-fee basis for standalone planning engagements. Stonemark Wealth Management also offers sub-advisory services to other registered investment advisors and works with third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Non-discretionary investment management is charged at a flat rate of 1.50%. Fees may be negotiable based on grandfathered accounts, related accounts, or special situations.