Stonekeep Investments provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning services covering retirement, education, taxes, and more. Stonekeep creates tailored investment strategies and financial plans for each client, and clients can place restrictions on their investments.
Assets Under Management$170M
Clients114
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$85M
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 | 1.25% |
| $1M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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