Stone Temple Partners provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, and family offices. Stone Temple also provides investment advisory services to private investment funds. Stone Temple manages customized portfolios across nine asset classes, aiming for less risk than traditional portfolios.
Assets Under Management$620M
Clients9
Advisors1
Avg. per Client$69M
Avg. per Advisor$620M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Stone Temple Partners charges a percentage of the value of your investments for managing your portfolio. The percentage decreases as the value of your portfolio increases. Stone Temple generally imposes a minimum annual advisory fee, which may be reduced or waived at Stone Temple’s discretion.
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