Mary Steele is a CFP-designated registered investment advisor at Stifel Independent Advisors, LLC, based in Landrum, SC, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
910 E. Rutherford Street, Landrum, SC, 29356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is a partner at Freehold Financial Group, dedicating full-time hours to this investment-related activity. She also owns Freehold Wealth Management, spending minimal time daily on bookkeeping, and serves as a board member for the Financial Services Institute and Spartanburg Day School.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations12 states
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