Steerson Advisors provides investment recommendations and advice regarding asset allocation and ongoing investment management services on a non-discretionary basis to high-net-worth individuals. The firm creates a formal investment policy statement or agreed-upon investment objectives based on discussions about your financial condition, priorities, and concerns. Steerson reviews your financial situation and needs on an ongoing basis. The firm's investment philosophy focuses on growing assets and preserving principal by investing primarily in equity and fixed income securities. Each portfolio is customized to suit individual investment needs and goals.
Fee Structure
Steerson Advisors' fee is based on a percentage of realized capital gains, not on the value of your portfolio. The percentage is 10% over realized capital gains on variable income securities and 5% for interest-bearing securities. The fee is calculated only on positions and securities the client has purchased and sold under the firm's recommendation. The fee is earned on investments sold or interests earned and becomes payable within ten calendar days. If the service is terminated, all unrealized positions are deemed realized, and the fee is computed at closing prices as of the termination date.