Stone Ridge Advisors provides investment management, financial planning, and retirement plan consulting. They use quantitative, fundamental, technical, and economic analysis to build investment models. Stone Ridge Advisors collaborates with clients to analyze their financial situation, goals, and risk tolerance to develop a financial plan. They implement the client’s chosen portfolio allocation with authority to make trades in the client's best interest.
Assets Under Management$36M
Clients30
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | Included |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Minimum fee of $15,000 applies to the first $2 million. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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