Stillwater Investing offers investment management services, providing advice on various asset classes. They tailor their services to individual client needs, considering investment objectives, risk tolerance, and income needs. Stillwater Investing also offers financial planning and consulting services, including creating financial plans and providing ongoing advice. They utilize a buy-and-hold approach for their Defensive Strategy, incorporating stocks, bonds, real estate, and precious metals.
Assets Under Management$2.5M
Clients263
Advisors3
Avg. per Client$9.5K
Avg. per Advisor$830K
Fee Structure
Minimum Investment:$500
Planning is included in investment management (also available separately)
Stillwater Investing charges an annual fee based on the amount of your portfolio.
- Defensive Strategy (Buy-and-Hold): 1% of your portfolio per year.
- Active Strategy: 2% of your portfolio per year.
Fees are billed monthly in arrears.
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