Stone Oak Capital manages investment portfolios and provides financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Stone Oak Capital builds customized investment portfolios using mutual funds, individual stocks and bonds, exchange-traded funds, real estate investment trusts, options, and alternative investments. The firm creates an investment policy statement for each client and monitors portfolios on an ongoing basis. Financial planning covers investment planning, retirement, tax concerns, life insurance, college savings, and debt management. Stone Oak Capital operates as a registered investment advisor, meaning they are legally required to act in your best interest. The firm has no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.