Stone Wealth Strategies recommends clients work with a third-party investment advisor, Matson Money, after conducting due diligence. They also offer a portfolio analysis service (MRI) to assess a client's financial situation and investment alignment. Stone Wealth Strategies provides financial planning services covering investment, tax, retirement, and debt/credit planning. They also conduct educational seminars and workshops.
Assets Under ManagementN/A
Clients60
Advisors4
Avg. per ClientN/A
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 $500K | 0.99% |
| $500K - $1.0M | 0.97% |
| $1.0M - $4.0M | 0.95% |
| $4M+ | 0.90% |
Fees are negotiable. These fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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