How does the advisor help clients – Key Takeaways:
STOKEN ASSET MANAGEMENT LLC is a premier financial firm that provides expert guidance and services to clients looking to grow and manage their wealth. With a team of experienced financial advisors and a wide range of services, clients can trust STOKEN ASSET MANAGEMENT LLC to help them achieve their financial goals.
Facts and Insights
STOKEN ASSET MANAGEMENT LLC has been in business for over 15 years, serving a diverse client base with different financial needs. They offer a range of services, including investment management, retirement planning, and tax planning. Their team of advisors consists of highly qualified and experienced professionals who have a deep understanding of the financial market.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered
- Investment Management: STOKEN ASSET MANAGEMENT LLC offers tailored investment strategies based on the client’s risk tolerance and financial goals. They use a combination of techniques, including asset allocation and diversification, to help clients achieve optimal returns.
- Retirement Planning: The firm works with clients to create customized retirement plans that align with their financial goals. They offer expert guidance on retirement savings, Social Security benefits, and withdrawal strategies to help clients have a comfortable retirement.
- Tax Planning: STOKEN ASSET MANAGEMENT LLC has a team of tax experts who assist clients in creating tax-efficient strategies to minimize their tax liability and maximize their savings.
Client Types
STOKEN ASSET MANAGEMENT LLC serves a diverse client base that includes individuals, families, and businesses. Their services cater to clients who are looking to grow and manage their wealth for various purposes, such as retirement, education, or legacy planning.
Fees & Compensation
STOKEN ASSET MANAGEMENT LLC follows a fee-only payment structure, which means they do not receive any commissions or referral fees for selling financial products. Instead, they charge a percentage of the client’s assets under management, ensuring their interests are aligned with the client’s.
Background
STOKEN ASSET MANAGEMENT LLC was founded in 2006 and has since been a trusted financial advisor to its clients. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). This means they have a fiduciary duty to act in the best interests of their clients at all times.
Financial Advisor Disclosures to Know
STOKEN ASSET MANAGEMENT LLC has a clean record of regulatory and legal disclosures. They have no disclosures to report, indicative of their commitment to ethical and transparent practices.