Stonemark Wealth Management
Assets Under Management
$516.3M
Number of Clients
376
Number of Advisors
11
Average Client AUM
$1.4M
AUM per Advisor
$46.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stonemark Wealth Management offers continuous, discretionary investment management services tailored to individual client needs. They primarily use model portfolios customized through allocation changes, and may offer financial planning and consulting services at no additional fee.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on a number of factors.
Fee Estimator
For discretionary investment management, you'll pay an annual fee based on your portfolio size (see rates in table). Non-discretionary investment management has a 1.50% annual fee. Some accounts may have different fee schedules based on prior agreements. Fees are billed quarterly in advance, based on the portfolio's market value at the end of the prior quarter. The firm may receive commissions from insurance products.
Areas of Practice
Location
201 S. Lake Avenue, Suite 509, Pasadena, CA, 91101