Stonegate Capital Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Stonegate creates an Investment Policy Statement for each client. Stonegate requests authority to make trades without asking first. Stonegate also provides a service for accounts not directly held in their custody, such as 401(k)s and HSAs, using an Order Management System to implement tax-efficient asset location and rebalancing strategies.
Assets Under Management$6.4M
Clients7
AdvisorsN/A
Avg. per Client$920K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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