G.C. Steele & Company

Fee-Only (% of Portfolio)Fixed/Hourly

GC Steele & Company is a registered investment advisor providing investment management, investment advice, and financial planning services. GC Steele & Company works with individuals, families, business owners, and retirement plans. The firm focuses on providing unbiased advice to help clients make informed financial decisions. They emphasize asset allocation, fundamental investment selection, and longer-term investment holding periods.

Assets Under Management$19M
Clients31
Advisors1
Avg. per Client$620K
Avg. per Advisor$19M

Fee Structure

GC Steele & Company offers investment management services designed for accounts needing ongoing portfolio management. The firm emphasizes understanding your specific needs, such as income requirements, growth goals, risk tolerance, and tax situation. They focus on asset allocation, fundamental investment selection, and low trading levels, using no-load mutual funds and exchange-traded funds.

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Location

1 Advisors at this firm

G.C. Steele & Company | TrueAdvisor