Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Stockman Wealth Management charges an annual fee based on a percentage of assets under management. The rate is 0.80% on the first $5,000,000 and 0.50% on additional assets above $5,000,000. Financial planning fees are typically $2,500, but may be higher based on complexity. The firm requires a minimum account size of $250,000 for individual portfolio management, but this can be waived or negotiated. They also offer an automated investment program with a flat fee of 0.50% or $10 per month, whichever is greater.
Areas of Practice
Advisor Information
Office location
3094 N. Sanders Street, Helena, MT, 59601
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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