StoneCreek Private Wealth manages investment portfolios for individuals, trusts, charitable organizations, and businesses. StoneCreek works with clients to determine their investment objectives and risk profile, then designs a written investment policy. StoneCreek typically creates portfolios of passive and/or evidence-based mutual funds and ETFs, primarily recommending Dimensional Fund Advisors (DFA). StoneCreek may also consult with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances.