Stone Pine Financial Partners provides wealth management services, including investment advice and financial planning. Stone Pine primarily works with clients near or in retirement. They create a One Page Game Plan to highlight recommendations and advice. They develop retirement projections and select asset allocation models. Stone Pine practices custom management of portfolios on a discretionary basis.
Assets Under Management$200M
Clients166
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable at Stone Pine's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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