SteelPeak Wealth provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, and independent investment managers. SteelPeak offers several strategies including SteelPeak Elite, SteelPeak Exclusive, and SteelPeak Alternative Solutions. They also provide consulting services for private placements and non-purpose loans. Financial planning services are tailored to individual needs, focusing on asset allocation, tax planning, and estate planning. Some advisors also offer retirement plan consulting services.
Fee Structure
SteelPeak Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 1.75% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.