William Duberstein is a registered investment advisor at Stone Oak Capital, LLC, based in Los Angeles, CA, with 8 years of industry experience. William 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 11 clients with $5.6M 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 may vary from client to client based on client qualifications and specific circumstances. These fees are negotiable. A performance fee of 10% of the increase in an account’s net assets during such calendar year, subject to a high water mark provision, may also be assessed annually to qualified investors and/or clients.
Fee Estimator
Location
Los Angeles, CA
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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.
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William is a freelance contract writer for The Motley Fool, an investment newsletter and website, since February 2017. He spends about 10-20% of his time providing commentary on stocks, sectors, and markets.
Employment History
Current Registrations
Stone Oak Capital, LLC
State Registrations1 state
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