Thomas Steeley is a CFP-designated registered investment advisor at Steeley Advisory, LLC, based in Bethesda, MD, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 22 clients with $23M 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 $50K | 2.00% |
| $50K - $100K | 1.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.33% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.20% |
Advisory fees are negotiable and billed monthly in advance.
Fee Estimator
Location
7272 Wisconsin Avenue, Ninth Floor, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Thomas owns and manages a CPA practice, advising clients on tax and business matters. He also operates Business Center, LLC, providing office solutions for business owners; neither activity generates commissions.
Employment History
Current Registrations
Steeley Advisory, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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
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