Steffes Financial offers portfolio management tailored to individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular monitoring. Steffes Financial also provides financial planning on topics such as retirement, college, and estate planning. For retirement plans, Steffes Financial offers fiduciary consulting and management services. Steffes Financial generally limits its investment advice to mutual funds, exchange traded funds, equities, bonds, fixed income, and debt securities.
Assets Under Management$610M
Clients265
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Minimum household portfolio size of $500,000 and a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...