Steele Street Private Wealth Management helps clients build, manage, and protect their wealth. They specialize in retirement investing and income generation. They manage investment accounts, offering both discretionary and non-discretionary services. Financial planning is included with their wealth management services, focusing on family goals, estate planning, tax strategies, and retirement income. They also offer consulting services on specific financial topics.
Fee Structure
Steele Street Private Wealth Management charges a percentage of your portfolio each year for investment management services. The specific rate is agreed upon in your Investment Advisory Agreement, up to a maximum of 1.50%. Fees are billed quarterly in advance, based on the market value of your portfolio at the end of the previous quarter. Financial planning is included in these fees.