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How does the advisor help clients – Key Takeaways:
STONEHEARTH CAPITAL MANAGEMENT is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced advisors and a wide range of services, they are able to provide personalized strategies to meet each client’s unique needs.
Facts and Insights
As of 2020, STONEHEARTH CAPITAL MANAGEMENT manages over $1.5 billion in assets and has a team of 12 advisors. The firm has been in business for 10 years, providing expert financial advice to individuals, families, and businesses.
| Year Founded | 2010 |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 12 |
Financial Services Offered
STONEHEARTH CAPITAL MANAGEMENT offers a wide range of financial services to meet the needs of their clients. This includes:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Business Planning
Client Types
The firm works with a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Executives
- Retirees
Fees & Compensation
STONEHEARTH CAPITAL MANAGEMENT operates on a fee-based structure, which means they are compensated based on a percentage of the assets they manage. This aligns their interests with those of their clients, as the firm only profits when their clients’ assets grow.
Background
The team at STONEHEARTH CAPITAL MANAGEMENT brings a wealth of experience and expertise to the table. Their advisors have years of experience in the financial industry and are committed to providing their clients with the highest level of service and personalized attention.
The firm has received recognition for their excellence in financial advisory services, including being named one of the top wealth management firms in the United States by Forbes and Barron’s.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or legal actions when working with a financial advisor. STONEHEARTH CAPITAL MANAGEMENT has a clean compliance record, with no legal or disciplinary actions on record.