Stacie Nemetz is a CFP-designated registered investment advisor at Apella Wealth, based in Tacoma, WA, with 12 years of industry experience. Stacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
934 Broadway, Suite LLE, Tacoma, WA, 98042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Apella Wealth
Previous Registrations
Nr Smith and Associates, P.S.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ocm Investments, LLCBroker
State Registrations3 states
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