Overview

Headquarters
Appleton, WI
Total Firm Assets
$168 million
Average High-Net-Worth Client Portfolio Size
$1.9 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: STONEHAVEN WEALTH & TAX SOLUTIONS DISCLOSURE BROCHURE (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.70%
$500,001 $2,000,000 0.90%
$2,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,000 1.30%
$5 million $40,000 0.80%
$10 million $70,000 0.70%
$50 million $310,000 0.62%
$100 million $610,000 0.61%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.09%
Number of High-Net-Worth Clients
43
Total Client Accounts
832
Discretionary Accounts
832

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
332731
  • STONEHAVEN WEALTH & TAX SOLUTIONS DISCLOSURE BROCHURE (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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