Steed Investments provides financial planning and consulting services to individuals, trusts, estates, and businesses. Steed Investments creates tailored financial plans covering portfolio allocation, investment recommendations, and periodic reviews. The firm offers hourly consulting and fixed-fee project work, but does not manage client portfolios directly or make trades on behalf of clients. Steed Investments relies on fundamental and technical analysis to provide recommendations across a range of securities including equities, corporate and municipal debt, mutual funds, options, certificates of deposit, and government securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly consulting — $200 per hour for planning, investment, and general financial advice
- Comprehensive financial plan — $2,000 to $4,000 depending on complexity, covering areas such as insurance, business planning, and estate planning concepts
One-Time Plan:$2,000 - $4,000
Hourly Rate:$200/hr
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