Stoney Creek Advisors provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your specific situation. They also offer financial planning covering investments, insurance, taxes, retirement, education, and debt. Stoney Creek Advisors may recommend third-party investment advisors and will conduct due diligence to ensure they are properly licensed.
Assets Under Management$48M
Clients169
Advisors5
Avg. per Client$280K
Avg. per Advisor$9.6M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable. Retirement plan management fees are different: 1.25% on the first $499,999, 1.10% from $500,000 to $999,999, and 1.00% above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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