Steed Investments offers investment advisory services and financial planning to individuals, trusts, estates, corporations, and other business entities. Steed Investments provides hourly or project-based consulting services related to investment or financial advice. Steed Investments generally acts as the primary advisor to a client and may perform any or all advisory services for client accounts which are included in the relationship.
Fee Structure
Steed Investments charges hourly fees of $200 for planning and consulting services. Fixed fees typically range from $2,000 to $4,000 for a complete financial plan including insurance, business, and estate planning concepts, but not including implementation. These fees are negotiable and are typically payable half upon commencement and the remainder upon completion of the services.