Assets Under Management
$130.0M
Number of Clients
99
Number of Advisors
1
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$130.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Steven Charles Capital offers continuous advice to clients regarding the investment of their funds based on their individual needs. They develop a personal investment policy and manage a portfolio based on that policy. They manage accounts on a discretionary basis, guided by the client's objectives and tax considerations. Investment recommendations generally include advice regarding securities traded over-the-counter, exchange-listed securities, corporate debt securities, municipal securities, and U.S. governmental securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are often negotiable for market value over $10 million. For accounts procured before March 1, 2001, the fee schedule is: 1% on the first $500,000, 0.9% on the next $1,000,000, 0.8% on the next $3,500,000, 0.7% on the next $3,000,000, 0.6% on amounts over $8,000,000.
Fee Estimator
Areas of Practice
Location
200 Canal View Blvd, Suite 203, Rochester, NY, 14623