Michael Halls is a CFA, CFP-designated registered investment advisor at Stoker Ostler, a Part of BMO Financial Group, based in Salt Lake City, UT, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,447 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and may vary. Previous fee schedules are still in effect for some clients, including fees that are higher and lower than the current fee schedule.
Fee Estimator
Location
170 South Main, Suite 825, Salt Lake City, UT, 84101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stoker Ostler, a Part of BMO Financial Group
State Registrations4 states
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