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Steve Foster Haug

Ims Capital Management
30 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Ims Capital Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
278 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$406.9M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $15.0M0.65%
$15.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

450 Country Club Rd, Ste 325, Eugene, OR, 97401

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2005
Settled
Customer Dispute
September 2005
Settled
Regulatory
October 2004
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steve owns a fitness center in Rathdrum, Idaho since 2008. He dedicates a few hours per day to this business, generally outside of securities trading hours.

Employment History
Current Registrations
Ims Capital Management
December 2003 - Present · 22 yrs 2 mos
Previous Registrations
Metropolitan Financial Services, INC.
November 1999 - December 2003 · 4 yrs 1 mo
Metropolitan Investment Securities, INC.Broker
July 1996 - December 2003 · 7 yrs 5 mos
Dean Witter Reynolds INC.Broker
July 1995 - March 1996 · 8 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.