LoneTree Wealth Management offers customized investment advisory solutions and financial planning for individuals, high net worth individuals, trusts, estates, and businesses. LoneTree creates tailored portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, options, and alternative investments aligned with each client's goals and risk tolerance. In addition to portfolio supervision, LoneTree provides financial planning covering retirement, savings, education, and insurance needs, as well as retirement plan advisory services. LoneTree operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of LoneTree Wealth Management. Aggregate assets under management are taken into consideration.