Stone Oak Wealth Management is a registered investment advisor based in San Antonio, Texas. Stone Oak Wealth Management offers discretionary and non-discretionary portfolio management services, tailored model portfolios, and financial planning as part of its ongoing management services. Stone Oak Wealth Management also offers pension consulting services for employee benefit plans. The firm works primarily with individuals, high-net-worth individuals, corporations, and retirement plans, tailoring investment strategies to meet each client's specific risk tolerance and financial goals.
Assets Under Management$360M
Clients293
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Rates shown represent the maximum ends of the negotiated fee ranges for each tier. Fees may be combined for household accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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