Deidre Mcclurg is a registered investment advisor at Stoken Asset Management LLC, based in Winnetka, IL, with 12 years of industry experience. Deidre 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 9 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Winnetka, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stoken Asset Management LLC
State Registrations1 state
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