Stone Tower Wealth Advisors is a registered investment advisor located in Cincinnati, Ohio, founded in 2026. Stone Tower Wealth Advisors offers comprehensive wealth management services, combining ongoing investment management with personalized financial planning at no extra cost. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash, applying modern portfolio theory and various analysis methods. Stone Tower Wealth Advisors also offers standalone ongoing and project-based financial planning, retirement plan consulting for businesses, and educational seminars. The firm operates as a fee-only advisor, meaning they are compensated solely by client fees and do not accept commissions or sales-related compensation. Clients have the option to impose reasonable restrictions on their portfolios, and accounts are maintained at independent qualified custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are paid monthly in arrears and are negotiable. Household accounts may be aggregated. Financial planning is included at no extra cost for wealth management clients.