Stapp Wealth Management, PLLC
Assets Under Management
$123.1M
Number of Clients
231
Number of Advisors
3
Avg. Portfolio per Client
$533K
Avg. Managed per Advisor
$41.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Stapp Wealth Management offers investment advice, financial planning, and tax preparation services tailored to individual client needs. For investment management, they create portfolios using no-load and exchange-traded funds based on your risk tolerance and financial goals. Financial planning services are available to clients who meet the minimum account balance and have signed an investment management agreement. Tax preparation services are also offered to clients meeting the minimum account balance and having an investment management agreement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.20% |
Fees may be waived or reduced for family and employees.
Fee Estimator
Areas of Practice
Location
1800 Cooper Point Road Sw, Bldg #10, Olympia, WA, 98502-1179
