Fees:  Paid by Clients, not by Brokers

Stone Lake Wealth Management is a FEE ONLY** advisory and portfolio management firm that does not collect brokerage commissions on any products recommended.  We are solely paid by our clients.  Fees will always be fully transparent and are itemized both on client brokerage statements and in invoice receipts sent directly by SLWM so you always know exactly how much you are paying for our services. 

ASSETS UNDER MANAGEMENT:  1.25% ANNUAL FEE

Financial consulting services are also offered either at a hourly rate or a project based fee.  In all cases initial consultations are always free so please do not hesitate to contact us. 

Fees are negotiable solely at the discretion of Stone Lake Wealth Management’s advisors.  The fees take into consideration the aggregate assets under management and the scope and complexity of the advisory relationship.

**Not to be confused with Fee Based advisors who are actually brokers that collect BOTH fees AND commissions. 

Sumit Kumar, Greenwich CT