| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable under certain circumstances.
Stonehearth Capital Management charges an annual fee based on a percentage of assets under management. They also offer financial planning and consulting services for an hourly fee of $300. If a new client engages Stonehearth for ongoing investment management services and deposits at least $500,000 of billable assets within three months, any consulting fees paid will be credited toward the ongoing management fee. For children of existing clients, this fee credit applies for investment accounts totaling $250,000 or more. Fees are negotiable.
100 Conifer Hill Drive, Unit 105, Danvers, MA, 01923
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