Stahl Wealth Management offers investment advice tailored to individual client needs and objectives. They provide discretionary portfolio management services, potentially investing assets according to model portfolios. They also offer financial planning services covering risk assessment, investment planning, and cash flow. Clients are not obligated to act on their financial planning recommendations or implement them through Stahl Wealth Management.
Assets Under Management$55M
Clients47
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...