Susan Steel is a CFP-designated registered investment advisor at Deerfield, based in Indianapolis, IN, with 26 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 331 clients with $1.2B 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 $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.45% |
Standard fee schedules have evolved over the years and some clients are being charged a fee less than the standard fee schedules. Fees can be negotiated using factors such as the complexity of investment options, the total dollar value of the accounts under management, and the investment advisor representative providing services.
Fee Estimator
Contact
Susan Steel
Location
310 E. 96th Street, Suite 375, Indianapolis, IN, 46240
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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
Deerfield
Previous Registrations
Deerfield Financial Advisors INC
State Registrations2 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.
Exams