Stonehaven Private Wealth Management provides investment management, multi-generational wealth planning, financial planning, and consulting services to individuals, high net worth individuals, families, trusts, estates, institutional clients, charitable organizations, and businesses. Stonehaven customizes investment strategies based on client goals, time horizons, and risk tolerance. They also offer financial planning and consulting services on an hourly basis.
Assets Under Management$12M
Clients11
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Annual fees are negotiable. Households may be combined for a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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