Stoker Ostler Wealth Advisors offers personalized investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, and charitable organizations. The firm develops customized portfolios based on each client's specific financial goals, risk tolerance, and time horizon. Investment strategies typically utilize a diversified mix of individual stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, and alternative investments. Stoker Ostler operates as a subsidiary of Bank of Montreal and utilizes various affiliated research and resources while acting in clients' best interests as a registered investment advisor. The firm helps clients navigate complex financial situations, retirement planning, and wealth preservation through tailored asset allocation and ongoing portfolio oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on total household assets, account composition, scope of services, and other factors. Previous fee schedules may still apply to certain existing clients.