5 Stone Investments offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. 5 Stone Investments offers both discretionary and non-discretionary investment advisory services.
Assets Under Management$34M
Clients91
Advisors2
Avg. per Client$380K
Avg. per Advisor$17M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee for all assets is 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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