Stonehaven Wealth & Tax Solutions offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Stonehaven works with clients to identify their investment goals, risk tolerance, and financial situation to create a model portfolio. They primarily use exchange-traded funds, mutual funds, and individual stocks. Financial planning services cover investment, retirement, personal savings, education savings, and insurance needs.
Assets Under Management$170M
Clients310
Advisors3
Avg. per Client$540K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $2.0M | 0.90% |
| $2M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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