Steele Capital Management (SCM) is a fee-only registered investment advisor offering investment advice to individuals and company-sponsored retirement plans. SCM helps clients with long-term investment plans based on their goals and risk tolerance. For individual clients, SCM offers financial planning at no additional cost, covering retirement, estate, education, tax, cash flow, and Social Security. SCM also provides investment advisory services to company retirement plans, including fund selection and monitoring.
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.