Stone Oak Wealth Management offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, potentially investing assets in model portfolios. Financial planning is offered as part of portfolio management. They may recommend third-party money managers. Stone Oak Wealth Management also offers pension consulting services to employee benefit plans.
Fee Structure
Stone Oak Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage is negotiable, based on factors like the size of your account and the complexity of your financial situation. The fee is calculated using a tiered structure:
- First $1,000,000: 0.80% - 1.50%
- Next $2,000,000: 0.75% - 1.25%
- Remaining Assets Over $3,000,000: 0.50% - 1.00%
The fee is billed either quarterly in advance or in arrears, based on the account value. Fees can be directly deducted from your account.