Stone Wealth Partners offers investment advice and financial planning to individuals, pension plans, and businesses. They provide portfolio management services on both a discretionary and non-discretionary basis, tailoring investment strategies to client needs. Financial planning services range from broad-based planning to single-subject consultations. They also offer pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and participant education.
Assets Under Management$120M
Clients342
Advisors7
Avg. per Client$350K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory Fees are 2.00% and may be modified depending upon the size of the portfolio, complexity of services required or individual circumstances, and at the discretion of Stone Wealth Partners.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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