Steele Investment Counsel is an independent registered investment advisor founded in 1984 and based in Columbus, Ohio. The firm provides discretionary investment management services, building customized portfolios of stocks, bonds, mutual funds, and exchange-traded funds based on fundamental and technical analysis. Steele Investment Counsel generally does not charge extra for wealth planning and consultations provided alongside investment management. The firm manages approximately $83.3 million in client assets and works with individuals, pension and profit-sharing plans, trusts, estates, and business entities.
Assets Under Management$83M
Clients50
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.65% |
| $6M+ | 0.65% |
Fees are negotiable for accounts over $10,000,000. Minimum annual fee of $5,000 applies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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