Stonewater Wealth Management, INC.
Assets Under Management
$36.9M
Number of Clients
383
Number of Advisors
6
Average Client AUM
$96K
AUM per Advisor
$6.1M
Compensation
Fee-Only (AUM)
About This Firm
Stonewater Wealth Management Inc. provides discretionary and non-discretionary portfolio management based on client goals and risk tolerance. They create Investment Policy Statements and offer financial planning services including investment, insurance, tax, retirement, college, and debt/credit planning. They primarily use mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products, private placements, and government securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Investment supervisory services are charged based on AUM, as detailed in the table. Fees are negotiable and outlined in the Investment Advisory Contract. Financial planning services are offered at an hourly rate of $250, which is also negotiable. There is no account minimum.
Areas of Practice
Location
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411