Stockman Wealth Management Review


Trust Score 94%
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Stockman Wealth Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 13 advisors. Stockman Wealth Management manages $3.1 billion and provides investment advisory services for 867 clients (1:67 advisor/client ratio).

Stockman Wealth Management requires a $250,000 minimum investment and charges a blended rate between 1.20% and 0.60% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 67 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $250,000
Minimum Annual Fee $500
Average Account AUM $3,540,356
Hybrid Advisor No
Disciplinary History No
Total AUM $3.1 billion
Advisor / Client Ratio 1:67
Headquarters Broadway Billings, MT
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.20%
$1,000,001 to $3,000,000 1.00%
$3,000,001 to $5,000,000 0.80%
$5,000,001+ 0.60%


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