Data sourced from SEC Form ADV filed July 16, 2026
Overview
Headquarters
Scottsdale, AZ
Total Firm Assets
$3.7 billion
Average High-Net-Worth Client Portfolio Size
$3.5 million
Stated Minimum Account Size
$500,000
Fee Disclosure
Source: STOKER OSTLER WEALTH ADVISORS INC FROM ADV PART 2A JANUARY 2026 (2026-01-05)
· View brochure text Latest filing: STOKER OSTLER FORM ADV PART 2A (2026-03-31)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$3,000,000
1.00%
$3,000,001
$5,000,000
0.85%
$5,000,001
$10,000,000
0.65%
$10,000,001
and above
0.55%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$10,000
1.00%
$5 million
$47,000
0.94%
$10 million
$79,500
0.80%
$50 million
$299,500
0.60%
$100 million
$574,500
0.57%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
90.27%
Number of High-Net-Worth Clients
945
Total Client Accounts
5,166
Discretionary Accounts
4,904
Non-Discretionary Accounts
262
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Educational Seminars
Stoker Ostler, a Part of Bmo Financial Group's Form ADV discloses 1.00% on the first $3 million, 0.85% on the next $2 million, 0.65% on the next $5 million, and 0.55% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #111320), Stoker Ostler, a Part of Bmo Financial Group is subject to fiduciary duty under federal law.
Stoker Ostler, a Part of Bmo Financial Group is headquartered in SCOTTSDALE, AZ.
Stoker Ostler, a Part of Bmo Financial Group serves 945 high-net-worth clients according to their SEC filing dated July 16, 2026. View client details ↓
According to their SEC Form ADV, Stoker Ostler, a Part of Bmo Financial Group offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
Stoker Ostler, a Part of Bmo Financial Group manages $3.7 billion in client assets according to their SEC filing dated July 16, 2026.
According to their SEC Form ADV, Stoker Ostler, a Part of Bmo Financial Group serves high-net-worth individuals. View client details ↓