Lisa Lynn Tomczak

Slatestone Wealth LLC

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Slatestone Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

536 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $5.0M	0.85%
$5.0M - $10.0M	0.70%
$10M+	0.70%

Fees negotiable above $10 Million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

661 University Blvd, Suite 100, Jupiter, FL, 33458

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History

Regulatory History (1)

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Criminal

December 1989

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Slatestone Wealth LLC

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Svb Wealth

January 2015 - August 2023 · 8 yrs 7 mos

Banyan Partners, LLC

January 2014 - November 2014 · 10 mos

Ameriprise Financial Services, INC.

March 2011 - December 2013 · 2 yrs 9 mos

Ameriprise Financial Services, INC.Broker

February 2011 - December 2013 · 2 yrs 10 mos

Raymond James Financial Services, INC.Broker

June 2010 - February 2011 · 8 mos

Raymond James & Associates, INC.

July 2007 - October 2009 · 2 yrs 3 mos

Raymond James & Associates, INC.Broker

April 2007 - October 2009 · 2 yrs 6 mos

Nylife Securities INC.Broker

May 1994 - January 1996 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.