Transparent Fee Structure

At Stonehearth Capital Management, we believe in clear and straightforward pricing for our services. Our fee structure is designed to align our interests with yours, ensuring that we succeed when you do.

Comprehensive Financial Planning & Investment Management

Our flagship service combines personalized financial planning with professional investment management. We operate on an Assets Under Management (AUM) fee model, which means our compensation is directly tied to the growth and success of your portfolio.

AUM Fee Schedule:

• First $250,000: 1.25% annually

• Next $750,000: 1.00% annually

• Next $2,000,000: 0.75% annually

• Next $2,000,000: 0.50% annually

• Over $5,000,000: 0.25% annually

Fees are billed quarterly and are calculated based on the market value of your assets under our management at the end of each quarter.

This structure ensures that our goals are aligned: as your portfolio grows, our compensation grows, and if your portfolio declines, so does our compensation.

Hourly Financial Planning Services

For clients who prefer to manage their own investments but seek expert financial planning advice, we offer services on an hourly basis.

• Hourly Rate: $295

This option provides flexibility for clients who need guidance on specific financial matters without ongoing investment management.