SteelPeak charges fixed fees for financial planning and consulting, ranging from $500 to $5,000, depending on the scope and complexity. Investment management fees range from 0.75% to 1.75% annually, based on assets under management. Fees are prorated and charged quarterly in advance. The firm may offset financial planning fees if the client engages them for investment advisory services. The Firm does take a management fee for its services to Long- Short (discounted to 0.50% per annum for SteelPeak clients from 1.50% per annum for non-SteelPeak clients) and Goal -Line (charged based on each limited partner’s capital commitments and discounted to 1.00% per annum for SteelPeak clients from 1.50% per annum for non-SteelPeak clients).
21650 Oxnard Street, Suite 2300, Woodland Hills, CA, 91367
Get directionsMaziar works at Steel Peak Wealth Management full-time since 2012. He is also a fixed insurance agent at Steel Peak Estate & Insurance since 2014, dedicating minimal time to this activity.