Steadmont Advisors provides investment management and financial planning services. Investment strategies are tailored to each client's goals and risk tolerance, using stocks, bonds, ETFs, and other investments. Steadmont may recommend third-party money managers and uses Dynasty Financial Partners for operational support. They also offer financial planning and consulting services covering various financial topics.
Fee Structure
Steadmont Advisors charges a maximum of 1.50% annually for investment management services. The exact fee is outlined in the client's advisory agreement and is negotiable. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $50,000. Family accounts may be combined for fee calculation, potentially resulting in a reduced advisory fee. For assets held away from Steadmont's recommended custodian, fees will follow the portfolio management fee schedule.