Brian Stoll is a registered investment advisor at Core Asset Managnement LLC, based in Mccall, ID, with 27 years of industry experience. Brian 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 32 clients with $13M 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 | 2.00% |
| $500K - $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable for accounts above $1,000,000.
Fee Estimator
Location
Mccall, ID
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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 →Other Business Activities
Brian is the Chief Operations Officer of Ore Asset Management, providing investment advisory and management services. This role requires nearly full-time commitment.
Employment History
Current Registrations
Core Asset Managnement LLC
Previous Registrations
Silber Bennett Financial, INC.Broker
Silber Bennett Financial, INC.Broker
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Arque Capital, LTD.Broker
Arque Capital, LTD.
Empire Securities Corporation
Empire Securities CorporationBroker
National Securities CorporationBroker
Waldron & CO., INC.Broker
State Registrations2 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.