StoneCrest Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, small businesses, and retirement plans. StoneCrest creates customized investment strategies using ETFs, mutual funds, and individual securities. Financial planning is included with wealth management services, covering areas like retirement, education, and insurance needs. StoneCrest may also manage held-away assets through third-party platforms.
Fee Structure
StoneCrest Wealth Management charges a fee based on the value of your investments, ranging from 0.78% to 1.50% per year. The exact rate depends on the complexity of your situation, the amount you invest, and whether you use their financial planning services. Clients with under $1,000,000 in assets may be charged a monthly technology fee of $4.25 for portfolio reporting technology.