Assets Under Management
$1.7B
Number of Clients
536
Number of Advisors
18
Average Client AUM
$3.1M
AUM per Advisor
$91.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
SlateStone offers personalized investment management and comprehensive wealth and financial planning to high-net-worth individuals, families, trusts, estates, corporations, and other business entities. They provide strategic wealth management and consulting services, acting as a fiduciary to their clients.
| Assets Under Management | 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.
661 University Blvd, Suite 100, Jupiter, FL, 33458