Stoker Ostler Wealth Advisors offers investment management, financial planning, and consulting services to high net-worth individuals, trusts, estates, charitable organizations, and other entities. They create personalized investment plans based on client goals, risk tolerance, and time horizon. They allocate investments among various asset classes, including fixed income, domestic and international equities, real estate investment trusts, and alternative investments. Financial planning includes gathering information about clients' financial status, goals, and risk tolerance to prepare reports designed to help clients achieve their financial objectives.
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.