Stonewater Wealth Management offers investment management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide portfolio selection. Stonewater also provides financial planning services covering areas like retirement, college, and tax planning, charged at an hourly rate.
Assets Under Management$37M
Clients383
Advisors6
Avg. per Client$96K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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