Stonehurst Capital Management offers ongoing managed account services tailored to each client's financial situation, goals, and risk tolerance. Stonehurst creates an Investment Policy Statement for each client. Stonehurst requests authority to make trades without asking first. Stonehurst's investment decisions are made in the client's best interest.
Assets Under Management$8.9M
Clients8
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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