SlateStone Wealth offers personalized investment management and comprehensive financial planning to high-net-worth individuals, families, trusts, estates, corporations, and other business entities. SlateStone acts as a fiduciary, placing client interests first. Services include investment management, financial planning, and access to public and private investment solutions. They cater to clients seeking high-touch services across a spectrum of financial needs.
Assets Under Management$1.7B
Clients536
Advisors18
Avg. per Client$3.1M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million. Fees start at 1.25% for relationships below the investment minimum and scale down based on the level of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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