Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may be lower based on various factors. Clients referred by Schwab will be billed at 0.75% on the first $1M.
Fee Estimator
Location
891-A Harrison Street, S.E., Leesburg, VA, 20175
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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.
Learn about disclosures →Other Business Activities
Darren is a partner in SGK Real Estate Investments, LLC, formed in 2015 to purchase the building where Steigerwald, Gordon & Koch Inc. offices are located. He spends minimal time on management activities related to this LLC.
Employment History
Current Registrations
Steigerwald, Gordon & Koch - Wealth Advisors
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our planning and investment team is comprised of John Steigerwald MBA, Jeff Gordon CFA, and Darren Koch CFP. More information is detailed on our websitewww.SGKwealthadvisors.comand in our ADV.