Weatherstone Capital Management, now part of Focus Partners Advisor Solutions, provides ongoing investment advice to clients. Weatherstone uses tactical and strategic asset allocation strategies. Weatherstone acts as a co-advisor with other investment advisors and as a sub-advisor for broker/dealers or registered investment advisory firms. Direct client investment supervisory services are available through Focus Partners Wealth, LLC. Weatherstone gathers client information to determine investment strategy and objectives. Clients can request investment exclusions or restrictions. Clients are responsible for notifying Weatherstone of any changes to their financial situation or investment objectives.
Fee Structure
Weatherstone Capital Management charges a percentage of your portfolio value on a quarterly basis. The fees are negotiable. Here's a breakdown of the annual fees:
- Tactical Programs at Axos & Schwab
- $1,000,000 and under: 1.95% (Short-Term Bond: 1.00%)
- $1,000,001 and over: Negotiable
- Bond & Equity Programs at Variable Annuities
- $1,000,000 and under: 2.00%
- $1,000,001 and over: Negotiable
- Strategic-Active & Tactical Foundation Programs at Axos & Schwab
- $1,000,000 and under: 1.75%
- $1,000,001 and over: Negotiable
- Strategic-Passive Programs at Axos & Schwab
- $1,000,000 and under: 1.30%
- $1,000,001 and over: Negotiable
- Custom Programs at all custodians: Up to 2.50%
The above fees include and presume fees to Referring Advisors of 1.00% with the exception of .70% for Tactical Short-Term Bond.