Fieldstone Advisory LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable based on factors such as historical relationships, asset types, and account size. Cash is included in fee calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Fieldstone Advisory LLC - Fees, AUM & Advisors | TrueAdvisor