LoneTree Wealth Management offers investment advisory services, including customized investment solutions and financial planning. LoneTree works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. LoneTree may recommend unaffiliated investment managers. Financial planning services are offered as part of investment management or as standalone services.
Assets Under Management$47M
Clients95
Advisors3
Avg. per Client$500K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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