Charles Sutcliffe Stoll

Winning Points Advisors, L.L.C.

35 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Winning Points Advisors, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

199 clients

Average Client Portfolio

$886K average

Assets Under Management

$176.4M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $5.0M	1.50%
$5.0M - $7.5M	1.00%
$7.5M+	0.85%

Fee schedule is subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

129 NW 13th Street, Suite D-26, Boca Raton, FL, 33432

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2022

Award / Judgment

Employment Separation After Allegations

May 1986

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles spends about 10% of his time on publishing activities with Fortune Press. He also works as an insurance agent selling non-variable insurance through Charles S Stoll/Stoll Financial Corp, dedicating about 10% of his time to this activity.

Employment History

Current Registrations

Winning Points Advisors, L.L.C.

April 1990 - Present · 35 yrs 10 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.