Steigerwald, Gordon & Koch - Wealth Advisors
Assets Under Management
$1.2B
Number of Clients
688
Number of Advisors
9
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$135.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Steigerwald, Gordon & Koch Inc. (SGK) offers investment management and financial planning services. SGK manages investments based on client objectives and can provide financial planning advice on topics like tax and estate planning. Clients can hire SGK for investment management only, or for both investment management and financial planning. SGK does not sell insurance or prepare tax returns. SGK generally recommends Schwab as custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may be lower based on various factors. Clients referred by Schwab will be billed at 0.75% on the first $1M.
Fee Estimator
Areas of Practice
Location
893-A Harrison Street, S.E., Leesburg, VA, 20175
