Assets Under Management
$516.3M
Number of Clients
376
Number of Advisors
11
Average Client AUM
$1.4M
AUM per Advisor
$46.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stonemark Wealth Management offers continuous, discretionary investment supervisory services. They primarily use model portfolios customized for clients through allocation changes, and may provide financial planning at no additional fee. They may recommend third-party money managers.
| Assets Under Management | 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 a number of factors.
201 S. Lake Avenue, Suite 509, Pasadena, CA, 91101