Stone Loft Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Stone Loft creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). They also offer financial planning services covering areas like retirement, education savings, and charitable giving. Stone Loft acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$140M
Clients28
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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