Transparent. Fair. Aligned with your success.
Advisory fees reflect the strategic work delivered — not just portfolio size.
No hidden fees. We earn for advice, coordination, and strategic oversight. You know exactly what you're paying.
We're incentivized to plan wisely, not gather assets. Your success drives everything we do.
Based on complexity, plus $2,500 onboarding fee
Custom proposal provided after initial discovery.
$2,500 onboarding fee — Covers initial discovery, complexity assessment, and financial architecture.
Desired multi-year relationship — We assess fitment and build for 5+ years, not transactions.
On external non-managed assets — based on complexity
Greater complexity = higher fee. Custom proposal provided after initial discovery.
Complexity-driven — More entities, more generations, more moving pieces = a higher advisory percentage that reflects the work involved.
AUM billed separately — Investments under management on our platform carry their own fee for advice. No double-charging on managed assets.
Desired multi-year relationship — We assess fitment and build for 5+ years. Exit planning requires runway.
Includes all Executive services, plus:
On external non-managed assets — based on complexity
Greater complexity = higher fee. Custom proposal provided after initial discovery.
Complexity-driven — More generations, more trusts, more coordination = a higher advisory percentage that reflects the work involved.
AUM billed separately — Investments under management on our platform carry their own fee for advice. No double-charging on managed assets.
Family office infrastructure — Without the family office cost.
Multi-year engagement — Generational planning requires long-term commitment.
Includes all Executive services, plus:
Find the right fit for your situation.
| Feature | Executives | Founders | Multi-Gen |
|---|---|---|---|
| Advisory Fee | $9.5K–$20.5K | 0.25%–1.00% on external assets | 0.25%–1.00% on external assets |
| Financial Planning | |||
| Investment Management Billed separately | |||
| Tax Planning Coordination* | |||
| Estate Planning Coordination* | |||
| Executive Comp Planning | |||
| Business Integration | — | ||
| Exit Planning | — | ||
| Family Governance | — | — | |
| Next-Gen Education | — | — | |
| Philanthropic Strategy | — | — | |
| Advisor Coordination | Basic | Enhanced | Full Quarterback |
Sophisticated, purpose-driven portfolios — at fairer pricing than generic advisory fees for broad-based index funds.
For clients who engage us for sophisticated portfolio management without a planning consultive fee.
For clients who also hold a planning consultive fee. Rate scales down competitively as assets grow.
Investment management fees scale down competitively at higher asset levels. You're getting institutional-quality, purpose-driven investing — not paying generic advisory fees for broad-based index funds and ETFs anyone can buy on their own. Exact schedule discussed during discovery.
Schedule a discovery call to discuss your situation and determine the right fit.
SCHEDULE DISCOVERY CALLNo obligation. No pressure. Just a conversation.
*Tax planning, estate planning, and legal advice are provided in coordination with your CPA and attorney. 12 Stones Capital Partners does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.