Stone Securities offers investment management services, including developing, monitoring, and adjusting client investment portfolios based on risk tolerance, income, growth objectives, and economic conditions. Stone Securities provides investment advice on government, municipal, and corporate bonds; preferred and common stock; exchange traded funds; and mutual funds.
Assets Under Management$73M
Clients103
Advisors4
Avg. per Client$700K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Stone Securities charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 2.0%, depending on the amount you invest, the type of account, and your investment goals. All fees are negotiable.
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