Rush Steelman
Rush Steelman is a registered investment advisor at Private Client Wealth Advisors, LLC, based in Denver, CO, with 19 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 102 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees are negotiable for amounts over $2,500,001.
Fee Estimator
Location
1040 South Gaylord Street, Suite 12, Denver, CO, 80209
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Rush is a managing partner/consultant for Advisor Evolution Group, a business consulting and marketing firm, dedicating about 10% of his time. Rush is also an independent insurance agent, spending a few hours per week selling insurance products.
Employment History
Current Registrations
Private Client Wealth Advisors, LLC
Previous Registrations
Private Client Wealth Advisors, LLC
Strategic Advisers, INC.
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.