Stillwater Wealth Management Group offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer consulting services to pension and employee benefit plans. Stillwater generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$210M
Clients257
Advisors3
Avg. per Client$800K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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