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Fee-Only Advice
Investment management clients pay Stonekeep an annual advisory fee of up to 1.00% on the assets under management which decreases as the invested amount grows.
Our recommended allocations have a blended expense ratio of under 0.05% - bringing the maximum total annual cost to 1.05%.
No Products and No Commissions.
Advisory Fee as a Percentage of Assets Under Management
The historical average daily change of the S&P 500 is ~0.73% (up or down).
How much value does an advisor add?
~3%
Vanguard attempted to quantify what they call “Advisor Alpha” which led to their belief that advisors can potentially add ~3% in net returns via the utilization of best practices in wealth management.
1.59%
Morningstar’s “Gamma” research came to the conclusion that an additional 1.59% of value is created with an efficient financial planning strategy.
~3%
Envestnet’s research into quantifiable advisor-created value, what they call “Capital Sigma”, lead to their conclusion that successful implementation can produce ~3% of value annually.