Stoecker Financial provides asset allocation investment advisory services to individuals, trusts, high net worth individuals, corporations, and other business entities. They recommend and allocate client assets among various mutual funds, exchange traded funds, dimensional funds, stocks, variable annuities, bonds, money funds, and non-traded real estate investment trusts on a discretionary basis. Clients complete a questionnaire to determine their investment objectives, risk tolerance, and financial goals.
Assets Under Management$5.3M
Clients19
Advisors1
Avg. per Client$280K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$100K
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.59% |
| $7.5M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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