Stone Wall Money Management LLC offers investment advice tailored to clients' needs and investment objectives. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. SWMM may recommend a third-party money manager to manage client assets. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$8.8M
Clients67
Advisors4
Avg. per Client$130K
Avg. per Advisor$2.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are 1.50% annually for all account values. SWMM has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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