James Stahl
Advisor at Stahlvest
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
James Stahl is the sole advisor at Stahlvest, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stahlvest, LLC since 2003. Stahl is also involved as a producer selling insurance products approved by PKS Insurance Agency. Stahlvest provides investment supervisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using both passive index funds and selectively chosen active investments, managing globally diversified portfolios primarily on a discretionary basis.
Expertise
Based on Stahlvest
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
$10,000 - $49,999: 1.75% annually $50,000 - $99,999: 1.50% annually $100,000 - $249,999: 1.35% annually $250,000 - $499,000: 1.25% annually $500,000 - $1 million: 1.15% annually $1 million - $3 million: 1.00% annually $3 million - $5 million: 0.90% annually $5 million - $9 million: 0.80% annually $9 million+: 0.70% annually (negotiable)
Account minimum: $10,000 Minimum fee: $60.00 minimum annual fee, negotiable Fee-only: Fee-only investment management; no commissions received
Location
Lavale, MD
Most active in
James S has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Purshe Kaplan Sterling Investments
2003 - Present (23 years)
Stahlvest, LLC
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Cady R
CFP®, Series 66
Cumberland, MD
&PARTNERS
Robin F
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Millard N
Series 63, Series 65
La Vale, MD
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Brian K
CFP®, Series 63, Series 65
Cumberland, MD
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Kristina D
CFP®, Series 66
Cumberland, MD
Prospera Financial Services, inc.
Christina C
Series 66
Cumberland, MD
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