Estep Capital Management, founded in 2005, manages investment accounts for individuals and small businesses. Andrew Estep owns the firm. Estep Capital identifies undervalued assets and uses a buy and hold strategy. Investment guidance is tailored to each client's objectives and risk tolerance. Clients can restrict investments in certain securities. Estep Capital does not use wrap fee programs.
Assets Under Management$15M
Clients44
Advisors1
Avg. per Client$330K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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