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.

Q4 2024 Quarterly Compass Economic Update

2024 was another strong year for equity investors. While not as good as the year’s...
Read More about Q4 2024 Quarterly Compass Economic Update

Welcome to 2025!

Happy New Year and welcome to 2025! We hope you and your family had an...
Read More about Welcome to 2025!

Gratitude: The Only Emotion Suitable When Investing

2024 has been a very eventful year. For the general population and, more specifically, investors,...
Read More about Gratitude: The Only Emotion Suitable When Investing
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Certified Financial Planner

  • 35+

    In Business 35+ Years

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