Thoreson Steffes offers investment advisory and financial planning services. They manage investment portfolios based on your goals, using a strategic asset allocation approach. They may invest in various securities, including stocks, bonds, mutual funds, and ETFs. They also offer financial planning services, including portfolio customization and investment advice tailored to your needs.
Assets Under Management$43M
Clients25
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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