Stepp & Rothwell, Inc. offers combined financial planning and investment management services, as well as standalone investment management. The firm assists clients with retirement planning, estate tax planning, income tax planning, cash flow planning, risk management, education planning, and investment strategies. Stepp & Rothwell creates personalized portfolios primarily using mutual funds, exchange-traded funds, and fixed income securities. The firm works with individuals, business entities, trusts, estates, and charitable organizations, focusing on tailoring strategies to each client's unique objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rate shown is for investment management only. The firm also offers bundled planning and investment management for an annual retainer of $7,500 plus 0.50% of total investment assets. Fees are negotiable.
