Firm
Strubel Investment Management
Lancaster, Pennsylvania
Fee-only
Strubel Investment Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 70 individual clients, 11 of them high net worth.
- Its average account is about $246,000 (assets it manages divided by its 224 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lancaster, Pennsylvania |
|---|---|
| Website | strubelim.com |
| Phone | (717) 293-1170 |
Strubel Investment Management fees
Strubel Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $55 million |
| Individual clients | 59 |
| High-net-worth clients | 11 |
| Accounts managed | 224 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 151455 |