James Stahl is a registered investment advisor at Stahlvest, based in Lavale, MD, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $499K | 1.25% |
| $499K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $9.0M | 0.80% |
| $9M+ | 0.70% |
Fees are negotiable for accounts over $9 million. The minimum annual fee is $60.00 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Lavale, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the proprietor of Stahlvest, LLC, a new RIA, and intends to dedicate about half of his time to it. He is also a producer selling insurance products approved by PKS Insurance Agency, spending minimal time on this activity.
Employment History
Current Registrations
Stahlvest
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
Bgs&g Investment Services, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.