Assets Under Management
$386.7M
Number of Clients
509
Number of Advisors
5
Average Client AUM
$760K
AUM per Advisor
$77.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stonehearth Capital Management offers investment management services, including financial and retirement planning, tailored to individuals, businesses, and organizations. They use a variety of portfolio strategies and customize portfolios based on client needs and risk tolerance. Clients can participate in a wrap fee or non-wrap fee program.
| Assets Under Management | 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.
100 Conifer Hill Drive, Unit 105, Danvers, MA, 01923