Stolz & Associates offers wealth management services, including financial planning and investment portfolio management. Financial plans cover investment, retirement, estate, tax, divorce, charitable, and education planning. Investment portfolios may include stocks, bonds, ETFs, mutual funds, and annuities. Stolz & Associates also provides retirement plan consulting services to plan sponsors and participants.
Assets Under Management$280M
Clients193
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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