Overview

Headquarters
Tulsa, OK
Total Firm Assets
$356 million
Average High-Net-Worth Client Portfolio Size
$5.9 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: THE STOLPER COMPANY 2026 REVISED AMENDED ADV PART 2 (2026-04-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.65%
$10,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $72,500 0.72%
$50 million $312,500 0.62%
$100 million $612,500 0.61%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.00%
Number of High-Net-Worth Clients
29
Total Client Accounts
356
Discretionary Accounts
356

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
132962
  • THE STOLPER COMPANY 2026 REVISED AMENDED ADV PART 2 (2026-04-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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