Overview
- Headquarters
- Danvers, MA
- Total Firm Assets
- $425 million
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: STONEHEARTH CAPITAL MANAGEMENT ADV PART 2A APPENDIX 1 (2025-09-17)
· View brochure text
Latest filing: STONEHEARTH CAPITAL MANAGEMENT ADV PART 2A (2026-03-07)
· View brochure text
Latest filing: STONEHEARTH CAPITAL MANAGEMENT ADV PART 2A APPENDIX 1 (2026-03-07)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,625 | 1.06% |
| $5 million | $35,625 | 0.71% |
| $10 million | $48,125 | 0.48% |
| $50 million | $148,125 | 0.30% |
| $100 million | $273,125 | 0.27% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 61.75%
- Number of High-Net-Worth Clients
- 131
- Total Client Accounts
- 1,338
- Discretionary Accounts
- 1,338
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 128866
- STONEHEARTH CAPITAL MANAGEMENT ADV PART 2A (2026-03-07) · View brochure text
- STONEHEARTH CAPITAL MANAGEMENT ADV PART 2A APPENDIX 1 (2026-03-07) · View brochure text
- STONEHEARTH CAPITAL MANAGEMENT ADV PART 2A APPENDIX 1 (2025-09-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗