Stone Hill Wealth Management manages investment portfolios and offers personalized financial planning for individuals, families, and retirement plans. The firm focuses on helping clients transition their money into foundational, scarce assets through three core investment approaches: aggressive, moderate, and conservative models. Services include ongoing portfolio management, financial planning across basic to comprehensive levels, management of accounts held away through third-party platforms, private investment due diligence, and retirement plan consulting. Stone Hill Wealth Management tailors strategies to individual goals and risk tolerance while utilizing low-cost vehicles to minimize fee drag.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Qualified clients may alternatively choose a performance fee of 25% on capital appreciation above a 6% hurdle rate in lieu of annual management fees. Fees are negotiable.