Steel Grove Capital Advisors, LLC
Assets Under Management
$1.4B
Number of Clients
878
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$194.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Steel Grove Capital Advisors provides customized investment advisory solutions through continuous client contact, offering discretionary and non-discretionary investment management and related advisory services. Financial planning is offered as a component of wealth management or as a stand-alone engagement, covering areas like estate, retirement, cash flow, and tax planning.
Fee Structure
Wealth management fees range from 0.10% to 1.00% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Financial planning services are offered for a fixed engagement fee ranging up to $100,000 per year or per engagement. Fees may be negotiable.
Areas of Practice
Location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137