Stono River Wealth Management (SRWM) offers investment management and financial planning services. For investment management, SRWM determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers topics like retirement, cash flow, and estate preservation. SRWM may use sub-advisors to manage client assets.
Assets Under Management$15M
Clients20
Advisors1
Avg. per Client$760K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
The annual fee is negotiable. SRWM may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by SRWM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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