Steele Capital Management Review


Steele Capital Management, founded in 1995, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 9 advisors. Steele Capital Management manages $1.90 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 has $1B or more in assets under management
  • Been in business 22 years
  • No disciplinary history
  • Firm services over 1,000 clients
  • Uses a trusted custodian

Considerations


  • Firm has a low advisor to client ratio

Managed Investing


Expand fee details
Trust Score
87
info_outline

Annual Management Fee Percent
$0+ Negotiable
Feature Value
Estimated Fees (Annual) Negotiable on a $0 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,506,605
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.90 billion
Advisor / Client Ratio 1:140


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