Anghel Stoian
Anghel Stoian is a CFP-designated registered investment advisor at Efficient Market Investments, LLC, based in Apple Valley, MN, with 8 years of industry experience. Anghel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 45 clients with $17M 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% |
The annual fee of 1.00% is negotiable based on relationship history, asset types, account composition, and asset size.
Fee Estimator
Location
Apple Valley, MN
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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
Anghel works as a tax preparer for Efficient Market Investments, LLC, providing tax preparation services since 2018. This activity takes about 35-50 hours per month.
Employment History
Current Registrations
Efficient Market Investments, LLC
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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