Lisa Lynn Tomczak

Slatestone Wealth LLC

19 Years of Experience

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Firm Information

Slatestone Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

536 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Financial Plan Fee:$5,000

For Private Client and Family Office Services, fees range from $24,000 to $150,000 annually and are negotiable. For Investment Advisory Services, fees start at 1.00% on the first $2 million, 0.85% on the next $3 million, 0.70% on the next $5 million, and are negotiable above $10 million. The minimum annual fee is $10,000. Fees may start at 1.25% and scale down based on assets under management for relationships below the investment minimum. Standalone financial planning fees start at $5,000.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Advisor Information

Office location

661 University Blvd, Suite 100, Jupiter, FL, 33458

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Regulatory History (1)

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