Wealthstone Private Wealth Management offers investment advisory services to individuals and other clients. Services include full-service portfolio management, financial planning, and AdvisorConnect. The firm works with clients to understand their financial goals and risk tolerance, then creates an investment approach using various securities. As a fiduciary, Wealthstone is legally required to act in the client's best interest.
Assets Under Management$26M
Clients50
Advisors1
Avg. per Client$520K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The maximum annual fee charged for full-service portfolio management will not exceed 0.90%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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