Goldenstone Wealth Management is an independent investment management and advisory firm. Goldenstone provides investment management, retirement planning, and financial planning services to individuals, business owners, and institutional clients. Goldenstone acts as a fiduciary, putting client interests first. The firm builds individualized portfolios and strategies based on client objectives, risk tolerance, and time horizon.
Assets Under Management$240M
Clients77
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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