Adam Steppe is a registered investment advisor at Smith Moore & CO., based in Effingham, IL, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
401 S Banker St, Suite E, Effingham, IL, 62401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smith Moore & CO.
Smith, Moore & CO.Broker
State Registrations18 states
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