Jeremy Stahl is a registered investment advisor at Stahl Wealth Management, LLC, based in Lancaster, PA, with 13 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 47 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Advisory fee is negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
911 State Street, Suite 214, Lancaster, PA, 17603
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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 →Employment History
Current Registrations
Stahl Wealth Management, LLC
Previous Registrations
Fma Advisory INC
Wheatland Advisors INC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Valley Forge Asset Management, LLC
M&t Securities, INC.
M&t Securities, INC.Broker
State Registrations1 state
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.