Nile Steigerwald
Nile Steigerwald is a registered investment advisor at Woodstock Wealth Management, INC., based in Saratoga Springs, NY, with 35 years of industry experience. Nile operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
Saratoga Springs, NY
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2013Customer Dispute
April 2013Customer Dispute
September 2006Customer Dispute
December 1999Other Business Activities
Nile is the president of CBG Financial, Inc., a DBA for a relationship with Woodstock Wealth Management, dedicating minimal time to paying office expenses. He is also a registered representative with Saint Bernard Financial Services, Inc., spending minimal time on this role.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
St. Bernard Financial Services, INC.Broker
Woodstock Financial Group, INC.Broker
Woodstock Financial Group, INC.
Paulson Investment Company, INC.Broker
Paulson Investment Company, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.