Stone Hill Wealth Management (SHWML) offers portfolio management based on individual client goals, including investment strategy, asset allocation, and risk tolerance. SHWML provides three main investment approaches: aggressive, moderate, and conservative, and also creates custom plans. SHWML also offers retirement plan investment consulting and financial planning services, including basic, basic plus, and comprehensive plans. SHWML also offers private investment due diligence consulting services.
Assets Under Management$21M
Clients115
Advisors1
Avg. per Client$190K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
For qualified clients, Stone Hill Wealth Management also offers a performance-based fee option, charging 25% of the capital appreciation above a 6% hurdle rate, with no annual management fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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