StoryOne Family Office offers investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, corporations, and qualified retirement plans. Services include constructing model portfolios, custom portfolios, and family office services for complex wealth management needs. StoryOne requires a written agreement outlining services and fees before providing advisory services.
Assets Under Management$140M
Clients104
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Advisory fee is negotiable and will not exceed 1.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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