Brett Wessels is a CFA-designated registered investment advisor at Steele Capital Management, INC., based in Dubuque, IA, with 14 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,644 clients with $3.5B 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 | 1.50% |
Annual fee is negotiated as a percentage of assets under management, not to exceed 1.50%. Steele Capital Management may decrease its annual minimum fee and/or charge a lesser management fee in its sole discretion.
Fee Estimator
Location
1000 Jackson Street, Suite 201, Dubuque, IA, 52001
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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
Steele Capital Management, INC.
State Registrations1 state
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Exams
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