Stoney Creek Advisors manages investment portfolios and offers financial planning services for individuals, high-net-worth clients, and businesses. Stoney Creek Advisors builds customized portfolios based on each client's goals, time horizon, and risk tolerance, utilizing a range of investments including mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and insurance products. The firm also assists clients with managing held-away retirement accounts and selecting third-party investment managers. Additionally, the firm's owners offer insurance products in separate capacities, presenting a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are generally negotiable. Retirement plan management schedule ranges from 1.00% to 1.25%.