Stordahl Capital Management provides comprehensive wealth management, financial planning, consulting, and asset management services to individuals, families, and institutions. Stordahl Capital Management builds customized portfolios using an evidence-based, passive investment strategy that emphasizes global diversification, low expenses, and tax efficiency, utilizing exchange-traded funds, mutual funds, bonds, and individual securities. For clients with specific preferences, Stordahl Capital Management also offers targeted portfolio options, including allocations to bitcoin-linked exchange-traded products. In addition to investment management, Stordahl Capital Management offers standalone financial planning covering cash flow, savings, debt, insurance, estate planning, and tax strategy. Stordahl Capital Management operates as a fiduciary, legally required to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
To qualify for tiered breakpoints, clients must maintain at least $1,000,000 in assets under management. Households under $1,000,000 are subject to a flat fee of 1.50%. Fees for amounts over $5,000,000 are negotiable.