Melissa Stochl is a registered investment advisor at Prince Asset Management, INC., based in Sarasota, FL, with 4 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 132 clients with $120M 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% |
Investment management fees are negotiable.
Fee Estimator
Location
2033 Main Street, Suite 303, Sarasota, FL, 34236
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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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Melissa is one of two managing members in Magill & Stochl CPAs, LLC and sole member of Melissa M Stochl, CPA, LLC, both CPA firms providing tax and accounting services. She works nearly full-time from February to April and about 60% of full-time from May to January, with about half of her time during trading hours.
Employment History
Current Registrations
Prince Asset Management, INC.
State Registrations1 state
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