Stolz & Associates, Ps

Stolz & Associates, PS is a registered investment adviser firm based in Tacoma, WA, providing services since 2001. The firm specializes in asset management, financial planning, and retirement plan consulting for individuals, families, and retirement plans. They offer wealth management services on a discretionary basis, creating tailored investment portfolios based on clients' goals and objectives. The firm's investment philosophy focuses on long-term investing and building diversified, low-cost, passive portfolios. Clients pay fees for wealth management services based on a percentage of assets under management, with maximum annual fees ranging from 0.20% to 1.25%. For retirement plan consulting, fees range from 0.75% to 1.00% of total plan assets. Stolz & Associates acts as a fiduciary, obligated to act in clients' best interests and avoid conflicts of interest. The firm manages over $230 million in client assets, with $201 million managed on a discretionary basis. Clients have the option to grant investment discretion to the firm, allowing them to buy and sell securities without pre-approval. Stolz & Associates does not charge performance-based fees or engage in side-by-side management. The firm's employees, including Andrew C. Stolz and Michelle T. Robinson, hold professional designations such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). They have no disciplinary history and do not receive commissions or other compensation based on the sale of securities. Supervision is conducted by Michelle T. Robinson, who oversees staff, investment activities, and compliance.