Troy Sorel is a registered investment advisor at Slatestone Wealth LLC, based in Jupiter, FL, with 13 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 536 clients with $1.7B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million. Fees start at 1.25% for relationships below the investment minimum and scale down based on the level of assets under management.
Fee Estimator
Location
661 University Blvd, Suite 100, Jupiter, FL, 33458
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy holds a Life, Health & Variable Annuities FL 2-15 License since 2010. This activity requires minimal time each month.
Employment History
Current Registrations
Slatestone Wealth LLC
Previous Registrations
Slatestone Private Client
Emerald Asset Advisors LLC
Ing Financial Partners, INC
State Registrations2 states
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.