Henry Stokman is a registered investment advisor at Custom Funds Management LLC, based in Prior Lake, MN, with 5 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFM LLC charges a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.6% to 2.0%, depending on the amount you invest and the risk profile. Higher investment amounts qualify for a lower annual rate. Fees are calculated quarterly using the average month-end balance during each quarter.
Location
Prior Lake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry is a Vice President at R1 RCM, a healthcare operations and strategy consulting services firm, since 2018. He is responsible for managing client relationships, operational oversight, and selling new client services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Custom Funds Management LLC
State Registrations1 state
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