Stone Blue Capital LLC offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. Stone Blue Capital creates a plan to aid in the selection of a portfolio that matches your specific situation. Stone Blue Capital generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds, futures although Stone Blue Capital primarily recommends equities. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.