Eugene Stone is a CFA-designated registered investment advisor at Almanack Investment Partners, based in Prospect, KY, with 7 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 409 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate depends on your advisor's fee schedule. A minimum of $100,000 is typically required to use investment advisory services, but this may be waived. Almanack may also recommend investments in affiliated private funds.
Location
Prospect, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eugene is the Chief Investment Officer at The Glenview Trust Company, a wealth management firm, since January 2021. This takes about a quarter of his time.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Avalon Investment & Advisory
State Registrations2 states
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