Charles Stoll
Charles Stoll is a registered investment advisor at Winning Points Advisors, L.L.C., based in Boca Raton, FL, with 36 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 209 clients with $170M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.00% |
| $7.5M+ | 0.85% |
Fees are negotiable based on relationship size and complexity. Household accounts may be aggregated for fee calculations.
Fee Estimator
Location
129 NW 13th Street, Suite D-26, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2022Employment Separation After Allegations
May 1986Other 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.
State Registrations2 states
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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