Stapp Wealth Management provides investment advice and manages investment portfolios for individuals, high net worth individuals, and retirement accounts. They also offer financial planning services and tax preparation to clients who meet the minimum account balance. Investment strategies are tailored to each client's individual needs and risk tolerance.
Assets Under Management$120M
Clients231
Advisors3
Avg. per Client$530K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.20% |
Fees may be waived or reduced for family and employees. Clients under prior agreements may be charged management fee rates that are less than the current investment management agreement rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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