Assets Under Management
$87.8M
Number of Clients
62
Number of Advisors
1
Average Client AUM
$1.4M
AUM per Advisor
$87.8M
Compensation
Fee-Only (AUM)
Steele Investment Counsel, Ltd. (SIC) offers investment supervisory services based on a percentage of assets under management. They provide wealth planning and consultations, and can customize services to individual client needs. SIC primarily advises on equity, preferred, and debt securities, mutual funds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.65% |
| $6M+ | 0.65% |
Fees negotiable above $6,000,000. Using the PREVIOUS tier's fee percentage for the negotiable tier.
5005 Horizons Dr., Ste 100, Columbus, OH, 43220