Stoy Hall is a CFP-designated registered investment advisor at Black Mammoth LLC, based in Ankeny, IA, with 13 years of industry experience. Stoy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 20 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Black Mammoth charges an annual fee for managing your investments, ranging from 0.50% to 1.50% of the value of your portfolio. The specific percentage depends on the amount you invest, the type of services provided, and the level of administration required. This fee is billed monthly, based on the value of your portfolio at the end of each month.
Location
Ankeny, IA
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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
Stoy is a licensed insurance agent since 2011, dedicating about 10-20% of his time to this activity, and owns LNC Financial, where he does general and insurance consulting, spending about half his time. He also serves as President of the board for Starts Right Here Movement and CEO/Owner of Legacy Fiduciary Services, Inc., dedicating a few hours per week to each.
Employment History
Current Registrations
Black Mammoth LLC
Previous Registrations
Centric Advisors, LLC
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
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.