Step Financial Services offers ongoing portfolio management and financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. Portfolio management services include building a personal investment policy, asset allocation, asset selection, and regular monitoring. Step Financial Services generally limits its investments to mutual funds, exchange-traded funds, real estate, and insurance products including annuities. Clients can also receive financial planning covering investment planning, life insurance, taxes, retirement, college savings, and debt management. There is no account minimum required to work with the firm.
Assets Under Management$5M
Clients10
Advisors1
Avg. per Client$500K
Avg. per Advisor$5M
www.stepfinancial.com ·www.facebook.com/stepfinancialplanning ·www.linkedin.com/company/step-financial
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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