Data sourced from SEC Form ADV filed June 29, 2026
Overview
Total Firm Assets
$23.8 billion
Average High-Net-Worth Client Portfolio Size
$43.0 million
Stated Minimum Account Size
$10,000,000
Fee Disclosure
Source: STONEHAGE FLEMING - FORM ADV PART 2A - JUNE 2026 (2026-06-29)
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Min
Max
Disclosed Annual Rate
$0
$10,000,000
0.65%
$10,000,001
$20,000,000
0.40%
$20,000,001
$50,000,000
0.30%
$50,000,001
$100,000,000
0.25%
$100,000,001
$150,000,000
0.20%
$150,000,001
and above
0.15%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
Below minimum client size
$5 million
Below minimum client size
$10 million
$65,000
0.65%
$50 million
$195,000
0.39%
$100 million
$320,000
0.32%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
52.50%
Number of High-Net-Worth Clients
291
Total Client Accounts
725
Discretionary Accounts
593
Non-Discretionary Accounts
132
Services Offered
Services:
Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
313913
STONEHAGE FLEMING - FORM ADV PART 2A - JUNE 2026 (2026-06-29)
(fee schedule source)
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Stonehage Fleming's Form ADV discloses 0.65% on the first $10 million, 0.40% on the next $10 million, 0.30% on the next $30 million, 0.25% on the next $50 million, 0.20% on the next $50 million, and 0.15% on assets above $150 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #313913), Stonehage Fleming is subject to fiduciary duty under federal law.
Stonehage Fleming serves 291 high-net-worth clients according to their SEC filing dated June 29, 2026. View client details ↓
According to their SEC Form ADV, Stonehage Fleming offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Stonehage Fleming manages $23.8 billion in client assets according to their SEC filing dated June 29, 2026.
According to their SEC Form ADV, Stonehage Fleming serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓