StoneCreek Private Wealth manages investment portfolios for individuals, trusts, charitable organizations, and businesses. StoneCreek Private Wealth designs written investment policies based on each client's specific goals and risk tolerance, primarily using a long-term, passive strategy focused on mutual funds and exchange-traded funds from Dimensional Fund Advisors, alongside individual bonds when appropriate. In addition to managing investments, StoneCreek Private Wealth consults on income and estate tax planning, business sale structures, college savings, retirement planning, insurance analysis, cash flow management, and trust designs.
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. Family accounts can be combined for fee calculation.