Stabler Wealth Management operates as a fee-based firm. This allows us to provide consistent and transparent pricing for our services.
Our standardized fee schedule offers competitive pricing that delivers great value to our clients.
Annual fees begin at 1% of portfolio value under management and decrease 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 to $3 million
Above $3 million
To provide a personalized servicing model for our clients, we maintain a minimum fee.
Long-term client relationships are built on communication and trust.
At Stabler Wealth Management we’re focused on keeping our clients updated with information that’s important to their financial picture. From quarterly economic video updates to special reports on tax and estate law changes, we maintain an updated library of insights and communications for your reference.
Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
2024 Tax Update: Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024
Certified Financial Planner
In Business 35+ Years
Microsoft Specialists
1st Quarter 2024 Quarterly Compass Economic Update