Steele Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, businesses, and retirement plans. Investment strategies are primarily long-term focused. Financial planning covers investment, retirement, education savings, and insurance needs. Steele Financial may use independent managers through Altruist's Model Marketplace.
Assets Under Management$11M
Clients26
Advisors1
Avg. per Client$410K
Avg. per Advisor$11M
steelefinanicalstudios.com ·www.linkedin.com/in/charlesmsteele ·www.linkedin.com/company/steele-financial-studi...
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated based on factors including, but not limited to, the size of the account, anticipated future contributions, complexity of services, and overall relationship with the Client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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