Stillwater Investments provides wealth management services to individuals, trusts, and estates. This includes financial planning and investment management. Stillwater creates customized investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Stillwater's approach is primarily long-term focused, but may make changes based on market conditions or client needs. Financial planning services cover areas like retirement, education, and insurance.
Fee Structure
Stillwater Investments charges a percentage of your portfolio annually for wealth management services. The fee ranges from 1.00% to 2.00% based on the complexity of services, the amount you invest, and your overall relationship with Stillwater. Fees are negotiable at Stillwater's discretion.