Stalker Michael Charles is a large advisory firm based in Eugene. It manages $110.45 million of regulatory assets for 178 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Texas.
Stalker Michael Charles provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stalker Michael Charles is $110.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 130% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stalker Michael Charles for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stalker Michael Charles is owned by Michael Charles Stalker. Jeffrey B Yamada joined the executive team most recently as the Chief Compliance Officer.
The principal office where Stalker Michael Charles performs its advisory services is located at 360 East 10 Th Avenue, Eugene, OR 97401 3273, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-345-7023 or by fax 541-345-9871. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.