Steeplechase Investments has been in business since 1994 and manages investments for individuals. Steeplechase uses an active management model, shifting between capital appreciation and capital preservation based on market conditions. Portfolios are designed with a person’s age and financial needs in mind, typically using a mix of corporate bonds and equities. Steeplechase Investments does not participate in wrap fee programs or own insurance/annuity products.
Assets Under Management$4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees have not been negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...