JK

Jennifer Cecelia Kettering

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
1,601 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.0B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:From $20,000
Hourly Rate:$100 - $450/hr

SCM provides investment management services for an annual fee based upon a percentage of the market value of the assets being managed, not to exceed an annualized fee of 1.5%. Fees are negotiable and may be decreased at SCM's discretion. Financial planning is available to investment management clients for no additional cost. Fees for retirement plan consulting services may be charged as a flat fee (minimum $20,000), hourly fee ($100-$450/hour), or asset-based fee.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1000 Jackson Street, Suite 201, Dubuque, IA, 52001

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Steele Capital Management, INC.
August 2014 - Present · 11 yrs 5 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.