Steel Tower Investments offers personalized investment advice and financial planning to individuals, families, and businesses. They manage investment portfolios, create financial plans, and offer pension consulting services. Steel Tower Investments tailors its advice to each client's individual needs and goals, considering their risk tolerance and financial circumstances. They may use sub-advisers to manage portions of client accounts.
Assets Under Management$260M
Clients68
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$65M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee is 1.5% of assets under management, but may be negotiated up or down based on individual circumstances. Fees will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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