Catherine Toone is a registered investment advisor at Stalt Financial, LLC, based in Troy, MI, with 2 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 42 clients with $15M 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 $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable. Clients with assets managed by Stalt Financial compensate them for advisory services, which inherently include financial planning. As a result, financial planning fees may be reduced or waived based on the complexity of the client’s financial situation and the level of assets under management.
Fee Estimator
Location
5700 Crooks, Suite 212, Troy, MI, 48098
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
Catherine is a licensed insurance agent.
Employment History
Current Registrations
Stalt Financial, LLC
Previous Registrations
Stalt Financial, LLC
Brookstone Wealth Advisors, 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.