Stordahl Capital Management offers financial planning, consulting, and asset management services. Financial planning covers cash flow, savings, debt management, risk management, estate planning, tax strategy, and investment strategy. Comprehensive Wealth Management includes asset management using ETFs, mutual funds, bonds, and variable annuities. SCM also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$680M
Clients331
Advisors6
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
To qualify for the tiered fee breakpoints, clients must maintain at least $1,000,000 in assets under management. Households under $1,000,000 will be subject to a flat fee of 1.50%. Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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