Stone Financial offers portfolio management tailored to individual needs, either with or without Stone Financial making trades without client approval. Stone Financial also offers financial planning services, from broad planning to single-subject consultations. Stone Financial also provides advisory consulting services, including investment portfolio reviews and recommendations. Clients are not obligated to act on Stone Financial's recommendations.
Assets Under Management$19M
Clients148
Advisors1
Avg. per Client$130K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.50% |
| $350K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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