Steele Capital Management provides investment management and financial planning services to individuals, high net worth individuals, businesses, trusts, and retirement plans. The firm builds long-term investment strategies tailored to each client's goals, risk tolerance, and time horizon, utilizing a disciplined approach that focuses primarily on low-fee, tax-advantaged mutual funds and exchange-traded funds. Steele Capital Management also offers financial planning guidance covering retirement, estate planning, education funding, tax strategies, cash flow analysis, and Social Security maximization at no additional cost for investment management clients. Operating as a registered investment advisor, the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiated as a percentage of assets under management, not to exceed 1.50%. Steele Capital Management may decrease its annual minimum fee and/or charge a lesser management fee in its sole discretion.