Assets Under Management
$36.9M
Number of Clients
383
Number of Advisors
6
Average Client AUM
$96K
AUM per Advisor
$6.1M
Compensation
Fee-Only (AUM)
Stonewater Wealth Management provides discretionary and non-discretionary portfolio management based on client goals and risk tolerance. They create Investment Policy Statements and offer financial planning services including investment, insurance, tax, retirement, college, and debt/credit planning. They primarily use mutual funds, equities, bonds, ETFs, real estate, and insurance products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411