Stonehaven Private Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stonehaven Private Wealth Management provides investment management, multi-generational wealth planning, financial planning, and consulting to a mix of individuals (including high- and ultra-high-net-worth families), trusts, estates, charitable organizations, ERISA accounts, banks, credit unions, and businesses. The firm manages about $13.5 million for a very small client base and frames its services around customized wealth- and family-centered advice rather than off-the-shelf product recommendations.
The firm’s investment approach emphasizes a long-term horizon (typically three to five years or more), strategic asset allocation with the option for tactical overlays, and a mix of active and passive implementation informed by Modern Portfolio Theory and Brinson allocation principles. Portfolios are tailored to client goals, tax status, liquidity needs, and risk tolerance, with the firm commonly exercising discretionary authority and accepting special mandates such as short-term excess-cash “war chest” strategies or SRI screens.
What is atypical for a firm of this size is its regular work with institutional and retirement-plan clients and its pension/ERISA consulting capability (including serving as a limited-scope 3(21) advisor or a discretionary 3(38) investment manager). The firm also offers custom seminars and workshops and provides family-office style services — including handling specialty assets such as equine holdings, rare art, and family-compound issues — and its principal is CFP®-certified.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees per participant or hourly for seminars and workshops, not to exceed $1000 per day per participant
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,000,000: 0.75% $7,000,001 - $10,000,000: 0.65% $10,000,001+: negotiable
Hourly rate up to $600 per hour for financial planning and consulting
Account minimum: $1,000,000 Fee-only: Negotiable hourly fee not to exceed $600 per hour for financial planning and consulting
Main office
Manchester by the Sea MA
Advisors at this office
1
Most active in
California · Florida · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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