Stonemark Wealth Management offers investment management services tailored to individual client needs. They primarily use stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They may also provide financial planning and consulting services at no additional fee. In limited circumstances, they offer non-discretionary portfolio management services. Stonemark Wealth Management may recommend third-party money managers.
Assets Under Management$520M
Clients376
Advisors10
Avg. per Client$1.4M
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...