Stonecrop Wealth Advisors provides investment management and financial planning services to individuals, families, colleges, schools, charities, and for-profit businesses. Stonecrop Wealth Advisors uses a team-driven approach to design diversified, long-term portfolios to meet clients’ personal investment goals and objectives. The firm manages investments on a discretionary or non-discretionary basis.
Fee Structure
Stonecrop Wealth Advisors prefers to provide both financial planning and investment advisory services together. The annual fee for investment advisory and ongoing financial planning services ranges from 0.50% to 0.95% of the value of your portfolio, charged quarterly in advance. There is no minimum fee. Portfolio management services may also be charged as a fixed fee, ranging from $4,000 to $20,000, depending on the assets managed and complexity of the client's circumstances.