Pricing

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.

1%

First $1 million

0.75%

$1 to $3 million

0.50%

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.

2024 Economic Outlook Video

In this video, Dave provides a market update and economic recap for the last year...
Read More about 2024 Economic Outlook Video

4th Quarter 2023 Economic Update

2023 is in the books and the last quarter left investors looking forward to a...
Read More about 4th Quarter 2023 Economic Update

Welcome to 2024!

Happy New Year and welcome to 2024! We hope that you and your family had...
Read More about Welcome to 2024!
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Certified Financial Planner

  • 35+

    In Business 35+ Years

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