Todd Stoner is a registered investment advisor at Disciplined Investors, L.L.C., based in Waco, TX, with 22 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 500 clients with $700M 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 | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
In some cases, based on investment objectives, portfolio composition, location, services required and portfolio size, fees will be adjusted or negotiated.
Fee Estimator
Location
100 N. 6th St., Suite 500, Waco, TX, 76701
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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
Todd is the Manager of Direct Leased Properties, LLC, a private placement investing in triple-net lease commercial real estate, since April 2012. He spends minimal time managing this entity, including a couple of hours during trading hours, and his duties include monitoring cash flows and communicating with vendors.
Employment History
Current Registrations
Disciplined Investors, L.L.C.
State Registrations1 state
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