Stonestreet Financial provides portfolio management based on individual client goals and risk tolerance. They also offer pension consulting services and financial planning, including investment planning, insurance review, retirement planning, and more. Stonestreet Financial generally limits its investment advice to mutual funds, fixed income securities, insurance products, equities, and other securities.
Assets Under Management$5.1M
Clients30
Advisors1
Avg. per Client$170K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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