Thoreson Steffes is a registered investment advisor based in Fargo, North Dakota, that provides customized investment management and financial planning services. Founded in 2012, the firm manages portfolios tailored to individual client goals using strategic asset allocation, fundamental, technical, and cyclical analysis. Thoreson Steffes works with a wide range of clients including individuals, trusts, estates, charitable organizations, and corporations. The firm's investment strategy incorporates a variety of securities such as stocks, bonds, mutual funds, exchange-traded securities, real estate, and private equity. Clients receive ongoing portfolio monitoring and regular communication, while accounts are held at an independent custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the sole discretion of the advisor.