Stone Lake Wealth Management (SLWM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, foundations, estates, and businesses, including their retirement plans. SLWM creates customized investment strategies based on client goals, risk tolerance, and financial situations. Investment strategies are primarily long-term focused and utilize stocks, bonds, exchange traded funds, and mutual funds. SLWM also offers financial planning services covering areas like retirement, education, and personal savings.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor and the scope and complexity of the advisory relationship.