Stockade Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Services include asset management, wealth management (combining asset management and financial planning), and financial planning on a project basis or ongoing. Investment strategies are tailored to client goals and risk tolerance. Stockade Wealth Management may use sub-advisors to manage client assets.
Assets Under Management$17M
Clients75
Advisors1
Avg. per Client$230K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for amounts over $10,000,000. Client may pay additional fees ranging from 0.00% to 0.60% if sub-advisors are used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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