Stockade Wealth Management is a registered investment advisor founded in 2023, offering personalized investment management, annuity management, comprehensive wealth management, and financial planning services. The firm builds customized investment portfolios based on individual goals, risk tolerance, and time horizons, and may occasionally utilize third-party managers. In addition to standalone portfolio management, Stockade Wealth Management offers comprehensive wealth management that integrates investment oversight with financial planning covering retirement, taxes, estate considerations, education funding, and risk management. Standalone financial planning and consulting are also available on a project, hourly, or ongoing basis. The firm works primarily with individuals, high net worth individuals, trusts, and estates, with no minimum account size required to open an account.
Fee Structure
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 - $1.0M | 0.40% |
| $1M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. Comprehensive wealth management services are offered at a negotiable annual fee between $7,500 and $30,500.