TrustStone Wealth Partners offers investment management tailored to individual client goals, including creating investment policies and selecting assets. They also provide retirement plan consulting services and ongoing financial planning covering investments, insurance, taxes, retirement, estate, and longevity. TrustStone primarily recommends exchange-traded funds but may use other securities for diversification.
Assets Under Management$260K
Clients5
Advisors2
Avg. per Client$52K
Avg. per Advisor$130K
Fee Structure
Minimum Investment:None
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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