Stonewater Wealth Management offers ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Stonewater Wealth Management creates an individualized investment policy statement for every client to guide asset allocation and security selection. The firm manages money using various investments, including mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, options, and insurance products. In addition to managing investments, Stonewater Wealth Management provides hourly financial planning covering retirement, taxes, college savings, and insurance. The firm primarily serves individuals, high-net-worth individuals, banks, and pension plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on client needs and the complexity of the situation.