Slatestone Wealth LLC
Assets Under Management
$1.7B
Number of Clients
536
Number of Advisors
18
Average Client AUM
$3.1M
AUM per Advisor
$91.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SlateStone Wealth, LLC provides strategic wealth management and comprehensive financial planning services on a discretionary fee basis and offers consulting services on a pre-approved, non-discretionary fee basis. They serve private clients and families seeking a holistic view of wealth, including entrepreneurs, business owners, and foundations.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million.
Fee Estimator
For Private Client and Family Office Services, fees range from $24,000 to $150,000 annually and are negotiable. For Investment Advisory Services, fees start at 1.00% on the first $2 Million, 0.85% on the next $3 Million, 0.70% on the next $5 Million and negotiable above $10 Million. The minimum annual fee is $10,000. Fees start at 1.25% and scale down based on the level of assets under management for relationships below the investment minimum. Standalone Financial Planning/Wealth Planning fees start at a minimum of $5,000.
Areas of Practice
Location
661 University Blvd, Suite 100, Jupiter, FL, 33458