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Stone Island Financial Planning
Naperville, Illinois
5.0
5 Reviews
Stone Island Financial Planning, headquartered in Naperville, IL, is a highly esteemed investment advisory firm serving a diverse client base. With over 40 individual clients and a remarkable $141,167,000 in assets under management, the firm has established itself as a trusted partner in financial planning. Operating from two offices, Stone Island Financial Planning specializes in comprehensive investment management and offers expertise in managing employer funds alongside individual and 401K accounts.
With a steadfast commitment to discretion, Stone Island Financial Planning exercises full discretionary control over 100% of the ...see more
Assets Under Mgmt
$141.17M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Stone Island Financial Planning
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