Steven Fossel is a registered investment advisor at Fossel Capital Management LLC, based in Evergreen, CO, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for larger accounts or charities.
Fee Estimator
Location
Evergreen, CO
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Regulatory History
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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Current Registrations
Fossel Capital Management LLC
Previous Registrations
Fossel Capital Management LLC
Fossel Capital Management LLC
Fossel Capital Management LLC
State Registrations1 state
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