Steve Haug is a registered investment advisor at Ims Capital Management, based in Rathdrum, ID, with 30 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 278 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Management fee schedule and minimum account size are negotiable.
Fee Estimator
Location
Rathdrum, ID
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2005Customer Dispute
September 2005Regulatory
October 2004Other Business Activities
Steve owns a fitness center in Rathdrum, Idaho since 2008. He dedicates a few hours per day to this business, generally outside of securities trading hours.
Employment History
Current Registrations
Pinnacle Wealth Advisors
Ims Capital Management
Previous Registrations
Metropolitan Financial Services, INC.
Metropolitan Investment Securities, INC.Broker
Dean Witter Reynolds INC.Broker
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.