Stablepoint Partners provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Stablepoint Partners creates customized portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments. Stablepoint Partners also offers retirement plan advisory services to plan sponsors.
Assets Under Management$800M
Clients481
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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