SteelPeak Wealth manages investment portfolios and provides personalized financial planning, consulting, and retirement plan services. The firm offers several wealth management strategies—including model portfolios, custom portfolios, and alternative investments—alongside modular and comprehensive financial planning. Clients can access services on a discretionary or non-discretionary basis. SteelPeak Wealth specializes in working with individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, family offices, and business entities. In addition to traditional investment portfolios, the firm offers consulting services for non-purpose loans and manages proprietary private funds and a registered interval fund.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual management fee ranges between 0.75% and 1.75% depending on the size and composition of your portfolio and the type of services rendered. Fees are negotiable.