Steele Capital Management Review


Trust Score 87%
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Steele Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 9 advisors. Steele Capital Management manages $2 billion and provides investment advisory services for 1,260 clients (1:140 advisor/client ratio).

Steele Capital Management requires a $0 minimum investment. The annual management fee for ongoing portfolio management services is unlisted (negotiable).

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 140 clients (industry average 1:50)

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Managed Investing


Feature Value
Estimated Fees (Annual) Negotiable on $0 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,506,605
Hybrid Advisor No
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:140
Headquarters 788 Main ST Dubuque, IA 52001
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ Negotiable


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