Stonefield Investment Advisory, INC.
Assets Under Management
$85.7M
Number of Clients
209
Number of Advisors
1
Average Client AUM
$410K
AUM per Advisor
$85.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stonefield Investment Advisory, Inc. provides financial planning and asset management services to individuals, pension plans, trusts, charitable organizations, and small businesses. Services include Stonefield Asset Management Services (SAMS), financial planning, and consulting. They create individualized investment mixes based on client goals and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.88% |
Fees may be negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, the first $99,999.99 in assets will be assessed an annual fee of 1.60%. The minimum account size is $25,000, but this may be waived. Financial planning and consulting fees range from $1,200.00 - $3,000.00, or are billed hourly at $150.00 - $300.00 per hour, depending on the complexity and time involved.
Areas of Practice
Location
425 2nd Street Se, Suite 1200, Cedar Rapids, IA, 52401-1818