TS
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Theodore Michael Steelman

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,825 clients
Average Client Portfolio
$373K average
Assets Under Management
$680.1M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $25.0M1.00%
$25M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

680 S. Cache St., Suite 100 - 7403, Jackson, WY, 83001

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Theodore works as a consultant/independent contractor for DoorDash Inc., a delivery service, to supplement his income. He spends a few hours per week in this role, primarily during evenings and weekends.

Employment History
Current Registrations
Integrity Financial Corporation
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - May 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - May 2023 · 1 yr 7 mos
State Registrations3 states
CAMTWY
Advisor
Exams
No exam information available for this advisor.