Stangier Wealth Management Fees & Minimum

Overview

Headquarters: Clackamas, OR
Total Firm Assets: $300 million
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: ADV PART 2A (2026-01-07) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	0.99%
$500,001	$1,000,000	0.99%
$1,000,001	$4,000,000	0.99%
$4,000,001	and above	0.35%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,900	0.99%
$5 million	$43,100	0.86%
$10 million	$60,600	0.61%
$50 million	$200,600	0.40%
$100 million	$375,600	0.38%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 62.03%
Number of High-Net-Worth Clients: 101
Total Client Accounts: 1,512
Discretionary Accounts: 1,512

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 171336

ADV PART 2A (2026-01-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Stangier Wealth Management disclose?

Is Stangier Wealth Management a fiduciary?

Where is Stangier Wealth Management located?

How many clients does Stangier Wealth Management have?

What services does Stangier Wealth Management offer?

How much does Stangier Wealth Management manage?

What types of clients does Stangier Wealth Management serve?