Steeley Advisory provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and manages investments using fundamental analysis and long-term strategies across a broad range of securities, including mutual funds, exchange-traded funds, equities, fixed income, real estate funds, and alternatives. Portfolio management includes asset allocation, security selection, and regular monitoring, with the authority to make trades without asking first. Steeley Advisory also offers financial planning covering retirement, taxes, insurance, and estate planning, delivered either as standalone project work or alongside investment management. The firm serves individuals, high-net-worth clients, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.33% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.20% |
Advisory fees are negotiable and billed monthly in advance.