Steven Neeley is a CFP-designated registered investment advisor at Fortress Capital Advisors, based in Carmel, IN, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 18 clients with $14M 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 $1000K | 1.00% |
| $1.0M - $1.7M | 0.75% |
| $1.7M+ | 0.35% |
Asset-based fee schedule is based on a blended tier. Subject to a $7,500 minimum annual fee.
Fee Estimator
Contact
Steven Neeley
Location
Carmel, IN
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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 →Other Business Activities
Steven provides ride share services on a part-time basis to supplement his income. This activity takes a few hours per week and is not offered to his advisory clients.
Employment History
Current Registrations
Fortress Capital Advisors
Previous Registrations
Tmd Wealth Management
One Charles Private Wealth
Tmd & Associates, INC.
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
Additional Information
My sole focus is ensuring a happy and carefree retirement for my clients by getting them the income they need while crash-proofing their portfolios. I decided to focus on retirees after guiding my own parents through the retirement process.