Our Fees

Finding The Path That's Right For You.

We take our fiduciary responsibilities to you seriously. No one likes to be blind-sided by the cost of a service, and everyone likes to have choices. We clearly disclose and explain to you how we are compensated. Whether we show how to make your savings work as hard as you do, prevent you from making an expensive taxable mistake, or provide peace of mind regarding your financial goals, we believe that our guidance is well worth our fees.

Net Asset Value of Portfolio	Tier Fee	Cumulative Fee
$0 - $1,000,000	1.18%	1.18%
$1,000,000 - $2,000,000	0.90%	1.04%
$2,000,000 - $5,000,000	0.60%	0.78%
$5,000,000 - $10,000,000	0.40%	0.59%
$10,000,000 - $999,999,999	0.30%	0.30%

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Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Determine your potential long-term care needs and how long your current assets might last.

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Stonebriar was built to serve people—not portfolios. Our mission is to help you live with confidence, give with purpose, and build a legacy that lasts.

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