Stone-Goff Partners

Fee-Only (% of Portfolio)

Stone-Goff Management provides investment advice to pooled investment funds. Stone-Goff manages these funds according to investment guidelines in the fund documents. Stone-Goff does not tailor its advice to individual investors in the funds, and investing in a fund does not create a client-advisor relationship between the investors and Stone-Goff. Stone-Goff receives management fees and carried interest from the funds.

Assets Under Management$630M
Clients16
AdvisorsN/A
Avg. per Client$39M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Stone-Goff does not directly manage investments for individual investors. Stone-Goff manages pooled investment funds and receives a semi-annual management fee, generally equal to 2% of the investor's committed capital amount. Specific rates are in the fund's documents. Stone-Goff may waive or reduce management fees for certain investors.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Stone-Goff Partners | TrueAdvisor