Artstone Private Wealth is a registered investment advisor located in Utah that offers personalized investment management and financial planning services. The firm builds customized investment portfolios based on each client's specific goals, risk tolerance, and tax considerations, utilizing individual stocks, bonds, mutual funds, exchange-traded funds, and model portfolios. For financial planning, Artstone Private Wealth provides both ongoing guidance and one-time project consulting covering areas such as retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and employee benefits optimization. The firm operates as a fee-only advisor, meaning compensation comes solely from direct client fees without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Household accounts may be aggregated. Investment management is included in the ongoing financial planning fee for accounts under $300,000.
