Robert Stoll is a CFA, CFP-designated registered investment advisor at Financial Design Studio, INC., based in Deer Park, IL, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 134 clients with $110M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Minimum portfolio value requirement of $875,000 for investment management services, which may be waived at the firm's discretion.
Fee Estimator
Location
21660 West Field Parkway, Suite 118, Deer Park, IL, 60010
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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 →Employment History
Current Registrations
Financial Design Studio, INC.
Previous Registrations
Origin Financial
Honey Lake Advisors
State Registrations3 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.
Exams
Additional Information
My wife Glenda and I have four children ranging from age 29 to 16. In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.