Stonecrop Wealth Advisors, LLC

Stonecrop Wealth Advisors, LLC is a registered investment adviser based in Pennsylvania, established in 2019 by Douglas R. MacGray. The firm specializes in providing discretionary investment management and investment advisory services to individual and family clients, as well as colleges, schools, charitable organizations, and for-profit businesses. Stonecrop manages approximately $251.9 million in assets for around 706 accounts, offering financial planning, asset allocation, and long-term portfolio management services. The firm's investment strategy focuses on holding securities for a year or longer, with an emphasis on asset allocation and mutual fund/ETF analysis. Stonecrop Wealth Advisors charges annual fees ranging from 0.50% to 0.95% of assets under management for investment advisory services and financial planning. The firm does not have a specific account minimum and does not charge a minimum fee. Clients have the option to impose restrictions on their investments, and the firm may use structured notes to complement traditional equity strategies. Stonecrop Wealth Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm maintains custody of client funds through qualified custodians and does not accept proxy voting authority. Stonecrop Wealth Advisors has no disciplinary information and does not foresee any financial conditions that could impair its ability to meet client commitments.