At Stabler Wealth Management we operate as a fee-based firm, aligning our practice with our clients by providing consistent and transparent pricing for our services. Our standardized fee schedule offers competitive pricing to provide top value to our clients. Our annual fee begins at 1% of portfolio value under management and decreases as portfolio size increases. This is a comprehensive fee that covers all of our financial planning services in addition to investment management.
First $1 million 1%
$1 to $3 million 0.75%
Above $3 million 0.50%
To sustain a personalized servicing model for our clients, we maintain a minimum fee. For clients with assets we manage in excess of $5 million, we offer a customized fee specific to such services provided.
First $1 million 1%
$1 to $3 million 0.75%
Above $3 million 0.50%
To sustain a personalized servicing model for our clients, we maintain a minimum fee. For clients with assets we manage in excess of $5 million, we offer a customized fee specific to such services provided.