DS
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Douglas Stehl
40 Years of Experience
Leawood, KS
1 Disclosure
Douglas Stehl is a registered investment advisor at Crossroads Asset Management LLC, based in Leawood, KS, with 40 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $59M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$58.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in limited circumstances. Separate fee schedule for fixed income accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Leawood, KS
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Regulatory History (1)
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Regulatory
August 2015Final
Employment History
Current Registrations
Crossroads Asset Management LLC
December 2007 - Present · 18 yrs 5 mos
Previous Registrations
Umb Financial Services, INC.
November 2002 - December 2007 · 5 yrs 1 mo
Umb Financial Services, INC.Broker
March 1987 - December 2007 · 20 yrs 9 mos
Dain, Bosworth IncorporatedBroker
March 1985 - April 1986 · 1 yr 1 mo
State Registrations3 states
KSMOTX
Advisor
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Exams
No exam information available for this advisor.