Steele Capital Management, INC.
Assets Under Management
$3.0B
Number of Clients
1,601
Number of Advisors
13
Average Client AUM
$1.9M
AUM per Advisor
$233.1M
Compensation
Fee-Only (AUM)
About This Firm
Steele Capital Management is an independent, fee-only RIA offering investment advisory services to individuals and company-sponsored retirement plans. They focus on minimizing conflicts of interest and providing transparent pricing. Services include asset management and financial planning for individuals, and investment advice for retirement plans.
Fee Structure
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
Location
1000 Jackson Street, Suite 201, Dubuque, IA, 52001