Stillwater Capital Management offers investment advisory services to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), retirement plan consulting, and financial planning. The firm creates tailored investment strategies based on client needs, goals, and risk tolerance. Stillwater Capital Management acts as a fiduciary, prioritizing client interests.
Assets Under Management$90M
Clients135
Advisors3
Avg. per Client$670K
Avg. per Advisor$30M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Stillwater Capital Management offers two investment management services:
- Asset Management: The annual fee will not exceed 1.50% of the value of your account, billed monthly.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed monthly.
Fees are negotiable and will be deducted from client accounts. The specific fee depends on the scope and complexity of the relationship.
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