Steven Teselle is a CFA, CFP-designated registered investment advisor at Dorato Capital Management, based in Denver, CO, with 26 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, Tax Planning. Their firm serves 94 clients with $140M 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 | 0.40% |
The fee is typically 0.40% for stock portfolios and 0.20% for other assets such as mutual funds or bonds. Instead of a percentage-based fee, DCM may enter into a flat fee arrangement with a client.
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Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dorato Capital Management
State Registrations3 states
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