Stonehearth Capital Management provides investment management services, including financial and retirement planning, tailored to individuals, businesses, and organizations. They offer wrap and non-wrap fee programs, with different portfolio strategies. Stonehearth manages accounts on a discretionary basis, making changes as needed. They also offer financial planning and consulting services on an hourly basis.
Assets Under Management$390M
Clients509
Advisors5
Avg. per Client$760K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable under certain circumstances (e.g., friends, family members, and employees of the Advisor).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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