William Streff is a CFP-designated registered investment advisor at Steele Capital Management, INC., based in Waukee, IA, with 17 years of industry experience. William 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, High Net Worth, and 3 more. Their firm serves 1,601 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCM provides investment management services for an annual fee based on the value of your portfolio. The fee is negotiated but will not exceed 1.5% annually. The fee is charged quarterly, in advance, based on the value of your portfolio on the last day of the previous quarter. If you end the service, any unearned fees will be refunded.
Location
Waukee, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Steele Capital Management, INC.
Previous Registrations
Streff Wealth Management
Iron Horse Wealth Management, LLC
Vw Advisors, LLC
LPL Financial Corporation
State Registrations1 state
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.