Stone Steps Financial provides financial planning and investment management services for individuals and high-net-worth individuals. SSF acts as a legal fiduciary, meaning it's legally required to act in your best interest. SSF does not sell financial products or securities for commissions.
Assets Under Management$110M
Clients91
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Minimum annual fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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