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AS
CFP
AS
CFP

Angela Stover

Focus Advisor Solutions, LLC
25 Years of Experience
Seattle, WA
View SEC Summary
View SEC Summary

Angela Stover is a CFP-designated registered investment advisor at Focus Advisor Solutions, LLC, based in Seattle, WA, with 25 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,101 clients with $41B in assets under management.

Focus Advisor Solutions, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
35,101 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$41.5B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.65%
$500K - $1.0M0.35%
$1.0M - $5.0M0.25%
$5M+0.20%

Fees are negotiable. Independent investment advisors may also charge separate advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Focus Advisor Solutions, LLC
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Foreside Financial Services, LLCBroker
October 2018 - December 2021 · 3 yrs 2 mos
Lwi Financial INC.
January 2012 - December 2018 · 6 yrs 11 mos
Loring Ward Securities INC.Broker
January 2012 - October 2018 · 6 yrs 9 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
August 2010 - January 2012 · 1 yr 5 mos
Russell Investments
August 2010 - January 2012 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
November 2005 - November 2009 · 4 yrs
Fifth Third Securities, INC.Broker
May 2004 - June 2004 · 1 mo
Futureshare Financial LLCBroker
October 2001 - September 2002 · 11 mos
Nathan & Lewis Securities, INC.Broker
June 2000 - October 2001 · 1 yr 4 mos
Bisys Brokerage Services, INC.Broker
August 1998 - June 2000 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
June 1997 - August 1998 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
June 1997 - August 1998 · 1 yr 2 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
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