Stone Summit Wealth offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Stone Summit Wealth creates an Investment Policy Statement for each client. Stone Summit Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$440M
Clients231
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
Fees are negotiable. The client may pay a fixed fee in place of an assets under management fee. The fixed fee for Portfolio Management is between $2,000 and $ 20,000. The fixed fee will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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