Stillpoint Wealth is a registered investment advisor located in Delray Beach, Florida, founded by Brian Peterson. The firm offers personalized investment management and financial planning services to individuals, high-net-worth individuals, and families. Investment management services use a passive, long-term approach based on Modern Portfolio Theory, covering stocks, bonds, mutual funds, and exchange-traded funds, with options for socially responsible investing. Financial planning is available on an ongoing basis or as project-based engagements, covering areas such as retirement planning, tax planning strategies, estate planning, business consulting, philanthropic planning, risk management, and family governance retreats. Stillpoint Wealth operates as a fee-only advisor, meaning compensation comes solely from direct client fees without commissions or product sales charges.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are negotiable and may vary by client.