Stone Creek Group offers investment advice and manages investment portfolios for individuals, trusts, estates, charitable organizations, and businesses. Stone Creek's services include investment advisory and, if requested, core financial planning and consulting. Stone Creek invests in securities believed to be suitable for each client based on their individual circumstances, including investment objectives, financial goals, and risk tolerance. Clients use Charles Schwab as their custodian.
Assets Under Management$180M
Clients90
Advisors1
Avg. per Client$2M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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