Stonebriar Wealth offers financial planning and investment advice through discretionary asset management services. They work with clients to create custom plans tailored to their goals, financial status, and risk tolerance. Clients can choose financial planning, investment advisory services, or both. Stonebriar Wealth may recommend external managers to manage a portion of client assets.
Assets Under Management$100M
Clients310
Advisors4
Avg. per Client$320K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Stonebriar Wealth charges an annual advisory fee based on the value of your investments, billed monthly. The fee is negotiable and will never exceed 1.5% annually. Stonebriar Wealth may recommend external managers, such as AE Wealth Management, who will deduct their fee (typically 0.40%) and remit the remaining advisory fee to Stonebriar Wealth.
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