Toby Koehler is a registered investment advisor at Sterling Advisory Services, LLC, based in San Jose, CA, with 12 years of industry experience. Toby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2 clients with $6.2M 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 | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Rates reflect the Asset Management schedule. Comprehensive Portfolio Management includes financial planning and charges 1.75% for $500K or under, 1.65% for $500K-$1M, 1.50% for $1M-$3M, and 1.25% for over $3M. Fees may be negotiable.
Fee Estimator
Location
1541 the Alameda, Suite B, San Jose, CA, 95126-2311
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 Activities
Toby works as a tax preparer for Koehler & Associates CPAs since 2000. He is also an investment advisor representative for Sterling Advisory Services LLC since 2014.
Employment History
Current Registrations
Sterling Advisory Services, LLC
Previous Registrations
Dynamic Wealth Strategies, 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
More Advisors
- Jesse Lownsbury, CFPBetterwealth LLC
- Parvin Manuchehri, CFPClarity Wealth Advisors
- Brian King, CFPDiversify Advisory Services, LLC
- Danelle Jenetayeva, CFPPi Wealth Plan LLC
- Paul Dines, CFPEdward Jones
- Brent Ross, CFPLPL Financial LLC