Investment Management Group
Assets Under Management
$5.1B
Number of Clients
2,813
Number of Advisors
26
Average Client AUM
$1.8M
AUM per Advisor
$194.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stockman Wealth Management offers investment supervisory services, individual portfolio management, financial planning, and 401(k) plan advisory services. They manage accounts on both discretionary and non-discretionary bases, tailoring strategies to client needs and objectives. A minimum account size of $250,000 is required for individual portfolio management, but can be waived or negotiated.
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
Location
402 N. Broadway, Billings, MT, 59101