Steven Gradow is a registered investment advisor at Gradow Capital Management, LLC, based in Lake Oswego, OR, with 30 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $29M 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 $350K | 1.25% |
| $350K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts over $10,000,000. There is also a separate fee schedule for fixed income only accounts: $350,000 to $2 million: 0.55%; $2,000,001 to $7 million: 0.45%; $7,000,001 to $10 million: 0.40%; $10,000,001 and above: Negotiable.
Fee Estimator
Location
4800 SW Meadows Road, Suite 300, Lake Oswego, OR, 97035
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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 →Employment History
Current Registrations
Gradow Capital Management, LLC
Previous Registrations
Gartmore Morley Capital Management, INC.
Allied Investment Advisors INC
State Registrations1 state
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