Advisor at 46 and 2 Investment Advisors, LLC
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Firm
46 and 2 Investment Advisors, LLC
Location
Traverse City, MI
Credentials
CFP®, Series 63
Industry experience
16 years
William Stone is a CFP®-certified financial advisor with 16 years of industry experience. He is the sole advisor at 46 and 2 Investment Advisors, LLC, an independent firm based in Traverse City, MI. Stone also operates Enigmatic Tax, LLC, a tax-preparation business. 46 and 2 Investment Advisors provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $42.9 million across about 35 accounts. The firm follows a long-term, modern portfolio theory–based approach with a focus on customized investment policy statements and regular portfolio reviews.
Based on 46 and 2 Investment Advisors, LLC
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$200 per hour, fees negotiable
Account minimum: $500,000 (may be waived at discretion)
Traverse City, MI
Michigan · Texas
Enigmatic Tax, LLC
2015 - Present (11 years)
46 and 2 Investment Advisors, LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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