Steele Street Capital offers investment advisory and wealth management services to individuals, families, and businesses. The firm provides comprehensive investment advisory and wealth management, limited scope investment advisory, investment planning, and financial planning. For businesses, Steele Street Capital offers retirement plan consulting and business transition services. The firm manages investments on a discretionary basis, tailoring portfolios to each client's specific needs and goals.
Fee Structure
Steele Street Capital offers investment management through two main services:
Steele Street Capital Wealth Management (SSCWM): This service is for clients with complex family wealth needs. Fees range from 0.35% to 2.00% annually, or a fixed fee starting at $3,750. Fees are negotiable.
Steele Street Capital Ascent (SSCA): This service is for clients in the wealth-building phase. Fees range from 0.175% to 1.75% annually, or a fixed fee starting at $1,875. Fees are negotiable.