Stone Legacy Capital provides investment management and financial planning services to individuals and high-net-worth individuals. For investment management, Stone Legacy Capital determines investment goals, risk tolerance, and time horizons to create tailored strategies. Financial planning services are offered in three tiers (Silver, Gold, and Platinum) with varying levels of service, including budgeting, retirement planning, tax optimization, and estate planning. Stone Legacy Capital also offers consultation services for individual financial topics.
Assets Under Management$12M
Clients73
Advisors2
Avg. per Client$170K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
The annual fee is negotiable. Altruist charges an additional annual fee of up to 0.87%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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