Stone Securities, Inc. manages investment portfolios for individuals, trusts, estates, and small corporations. Founded in 1999 and based in Clarks Green, Pennsylvania, the registered investment advisor builds customized portfolios using a mix of stocks, bonds, exchange-traded funds, and mutual funds. Stone Securities uses a disciplined approach to asset management, combining fundamental company research with technical analysis, including the CAN SLIM stock-picking strategy. The registered investment advisor has the authority to make investment trades on behalf of clients without asking first, tailoring portfolios around individual risk tolerance, income goals, and growth objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.25% to 2.0% depending on asset value, account type, and investment objectives. All fees are negotiable.