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
6588 Us-93, Whitefish, MT, 59937
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Claudine is a part owner of rental property in Kalispell, MT since 2020. She spends minimal time on this activity.