Springsteel Investment Advisors (SIA) offers customized investment solutions through personal contact and discretionary investment management. SIA works with clients to identify their goals, risk tolerance, and financial situation to create a suitable portfolio. SIA's services include financial planning, covering areas like retirement, education, and charitable giving. SIA also offers retirement plan services to plan sponsors and participants.
Assets Under Management$57M
Clients67
Advisors1
Avg. per Client$860K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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