MS
MS

Michael Brooke Steele

37 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$87.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $6.0M0.65%
$6M+0.65%

Fees negotiable above $6,000,000. Using the PREVIOUS tier's fee percentage for the negotiable tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

5005 Horizons Dr., Ste 100, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Steele Investment Counsel, LTD.
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Steele Investment Counsel, LTD.
July 1988 - December 2002 · 14 yrs 5 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.