Stoken Asset Management (SAM) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. SAM creates an Investment Policy Statement for each client to outline their current financial situation and constructs a plan to select a suitable portfolio. SAM generally limits its investment advice to equities, bonds, and ETFs. SAM may also act as a sub-advisor to other advisory firms.
Assets Under Management$4.8M
Clients9
Advisors1
Avg. per Client$540K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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