Steeley Advisory provides ongoing investment portfolio management and financial planning services. Financial planning covers areas like retirement, college, and tax planning. Steeley creates a personalized Investment Policy Statement for each client to guide investment decisions. Steeley may manage 401(k) and other employer-based retirement accounts.
Assets Under Management$21M
Clients57
Advisors1
Avg. per Client$380K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
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% |
| $25.0M - $50.0M | 0.20% |
| $50M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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