Richard Stocker
Richard Stocker is a CFP-designated registered investment advisor at Patriot Asset Advisors, LLC, based in Pataskala, OH, with 31 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 269 clients with $61M 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% |
| $5M+ | 0.60% |
Advisory fees are negotiable at our sole discretion.
Fee Estimator
Location
7889 E Broad St Sw, Pataskala, OH, 43062
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Richard is the owner of Patriot Insurance Advisors, LLC, selling fixed life insurance, fixed annuities, health insurance, and P&C coverage, dedicating minimal time to this. He also serves as Treasurer for the Licking County Coalition, spending minimal time and not during trading hours.
Employment History
Current Registrations
Patriot Asset Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.