TY
CFA
TY
CFA

Troy Young

31 Years of Experience
Wichita, KS

Troy Young is a CFA-designated registered investment advisor at Redstone Advisors INC, based in Wichita, KS, with 31 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 109 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
109 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$490.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.30%

Fees may be subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8100 E 22nd St N Bldg 800, Wichita, KS, 67226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Redstone Advisors INC
February 1995 - Present · 31 yrs 2 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.