Stepp & Rothwell provides financial planning and investment advice to individuals, businesses, trusts, estates, and charitable organizations. Financial planning covers retirement, estate, income tax, cash flow, risk management, education, and investment planning. Stepp & Rothwell also offers investment management services. They may recommend unaffiliated private investment funds on a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This rate applies to clients who receive combined financial planning and investment management services. The annual fee is $7,500 plus 0.50% of total investment assets. Investment management only is 1.0% of total investment assets. Fees are negotiable and may be lower based on various factors. Clients who engaged Stepp & Rothwell before April 1, 2017, may be subject to different fee schedules, with some having a $10,000 minimum annual fee.
