Steel Grove Capital Advisors offers customized investment management and financial planning services to affluent individuals, families, trusts, estates, and business entities. Steel Grove builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, options, and private investments, while working closely with clients to understand their financial goals and risk tolerance. Financial planning is typically provided as part of wealth management services and covers trust and estate planning, retirement planning, cash flow analysis, tax planning, and charitable giving strategies. Steel Grove generally does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees will not exceed 1.00% annually and are based on factors including the scope and complexity of services, assets managed, and overall relationship. Fees may be negotiable.