Stoker Ostler, a Part of BMO Financial Group
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
About This Firm
Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, and charitable organizations. They develop personalized Investment Policy Statements based on client goals, risk tolerance, and other factors. They allocate investments among various asset classes and select investment funds.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Our standard investment management fees are based on a percentage of your assets under management, as shown in the table. However, these fees are negotiable and may vary. Financial planning and consulting services are typically included in the investment management fees. For non-investment management clients, or for extraordinary services, hourly fees range from $250 to $400 per hour. Fixed fees may also be charged for financial planning and consulting services. Clients will also incur charges from custodians and broker-dealers.
Areas of Practice
Location
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ, 85251