Brian Stoker is a registered investment advisor at West Ridge Advisors, based in Midvale, UT, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 744 clients with $400M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable. For Utah-domiciled clients, hourly rates will not exceed $150 per hour.
Fee Estimator
Location
7396 Union Park Ave. Suite 101, Midvale, UT, 84047
Get directionsHistory
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 ActivitiesSells Insurance
Brian owns Stoker Financial LLC, established in 2014 for tax purposes. He also sells life, accident, health insurance, and annuities to provide additional insurance products for his clients, dedicating minimal time to this activity.
Employment History
Current Registrations
West Ridge Advisors
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Legend Equities CorporationBroker
Legend Advisory CORP
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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