Steady Returns provides ongoing investment management services based on your individual financial situation, goals, and risk tolerance. Steady Returns creates a plan to help select a portfolio that matches your specific situation. Steady Returns may invest in stocks, bonds, mutual funds, and other investments. Clients can place restrictions on investments based on their beliefs, but Steady Returns may terminate the relationship if the restrictions prevent them from providing their standard services.
Assets Under Management$160M
Clients336
Advisors2
Avg. per Client$480K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable and may vary depending on the client's needs, portfolio size, and relationship length.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...