Steele Asset Management offers investment management and financial planning services. Services include determining financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Steele Asset Management provides investment advice, but the client makes the final decision on investment objectives. The firm does not sell commissioned products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.95% |
| $50K - $75K | 1.85% |
| $75K - $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $300K | 1.25% |
| $300K - $400K | 1.00% |
| $400K+ | 0.75% |
Asset management fees are yearly fees paid quarterly at 1/4 of the percentage calculated for each amount listed on the fee schedule from $0 up to $400,000 +. SAM has discretion to charge its assets under management fee for accounts over $400,000 with a fee of 0.75% or lower with prior discussion and approval from the respective advisory client.