Fieldstone Advisory offers investment management and financial planning services to individuals and families. Fieldstone Advisory builds personalized portfolios based on each client's specific goals, time horizon, and comfort with risk, operating with the authority to make trades without asking first or on a traditional approval basis. For financial planning, Fieldstone Advisory covers comprehensive topics including retirement strategies, tax reduction, estate preservation, cash flow analysis, and risk management. Fieldstone Advisory may occasionally use outside managers to handle portions of client portfolios. Fieldstone Advisory is owned and operated by Noah Remmert and is based in Austin, Texas.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Cash is included in fee calculations.