Stonefield Investment Advisory provides financial planning and investment management services. They start with an initial meeting to understand your investment history, goals, and concerns. They create an investor profile to help manage your account. Stonefield offers Stonefield Asset Management Services (SAMS), financial planning, consulting services, and ERISA plan participant agreements.
Assets Under Management$120M
Clients184
Advisors1
Avg. per Client$650K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.88% |
Fees are negotiable. Stonefield Investment Advisory, Inc. in its sole discretion, may negotiate to waive/reduce its stated account minimum or fees. We do not household accounts to meet the fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...