Stonehearth Capital Management
Assets Under Management
$386.7M
Number of Clients
509
Number of Advisors
5
Average Client AUM
$760K
AUM per Advisor
$77.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stonehearth Capital Management provides investment management services, including financial and retirement planning, tailored to individuals, businesses, and organizations. They offer wrap and non-wrap fee programs with various portfolio strategies, including diversified, CarbonLITE, ETF-only, and U.S. stock portfolios. They also offer financial planning and consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| 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 (e.g., friends, family members, and employees of the Advisor) and are subject to change. Advisory fees are based on the aggregate value of all managed accounts within the established household.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as shown in the table. Financial planning and consulting services are billed at $300 per hour. If you sign up for investment management with at least $500,000 within three months of a consulting agreement, the consulting fees will be credited towards your management fee. A minimum of $500,000 is generally required to obtain investment management services, but this may be waived under certain circumstances.
Areas of Practice
Location
100 Conifer Hill Drive, Unit 105, Danvers, MA, 01923