Stahlvest offers investment management and advice, including determining financial objectives, identifying problems, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. Stahlvest is a fee-only firm and does not receive commissions. Investment advice is provided with or without the client making the final decision. Stahlvest does not act as a custodian of client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$60
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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