Assets Under Management
$3.1B
Number of Clients
1,447
Number of Advisors
13
Average Client AUM
$2.1M
AUM per Advisor
$238.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stoker Ostler Wealth Advisors offers investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, and charitable organizations. They develop personalized investment policy statements and customized portfolios based on client goals, risk tolerance, and liquidity needs. Financial planning includes reviewing financial status, tax status, and future goals.
| Assets Under Management | 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 and may vary.
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ, 85251