Stone Oak Capital provides investment management services to individuals and entities through separately managed accounts. The firm uses a single common investment strategy, focused on value investing in common stocks. Stone Oak Capital also manages the Stone Oak Capital Opportunity Fund, a pooled investment vehicle for qualified clients and accredited investors.
Assets Under Management$5.6M
Clients11
Advisors1
Avg. per Client$510K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary from client to client based on client qualifications and specific circumstances. These fees are negotiable. A performance fee of 10% of the increase in an account’s net assets during such calendar year, subject to a high water mark provision, may also be assessed annually to qualified investors and/or clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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