Stone Wall Financial Group (SWFG) offers investment management services to retail clients by helping them select suitable model portfolios and opening brokerage accounts. SWFG may use third-party asset management partners (TAMPs) with discretionary authority. SWFG also acts as a sub-advisor to other firms, providing model portfolios. SWFG generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Stone Wall Financial Group (SWFG) offers investment management services to individual clients, receiving compensation for investment management fees ranging between 0.50% and 0.95% of your portfolio per year, paid monthly. Fees are negotiable. SWFG may employ a TAMP provider as a sub-adviser to deliver trading, reporting, billing and custodial support services, with fees ranging between 0.10% and 0.15% of your portfolio per year. Other expenses related to the ordinary servicing of the Account, including custody fees, brokerage and other security transaction fees, and/or program fees shall be paid by the Client.