Stonewell Financial Management provides customized investment advisory solutions for individuals and high-net-worth individuals. Stonewell Financial Management builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks when appropriate. Stonewell Financial Management creates tailored portfolio strategies based on each client's individual goals, risk tolerance, and time horizon. Stonewell Financial Management operates on a fee-only basis, meaning revenue comes solely from advisory fees rather than product sales or commissions. Stonewell Financial Management is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of Stonewell Financial Management.