Step By Step Financial helps families and retirees manage their finances through ongoing financial planning and investment advisory services. The firm develops, implements, and monitors financial plans, and manages investment portfolios using a passive investment approach with low-cost index mutual funds or ETFs. Step By Step Financial also collaborates with Asset Dedication, LLC for investment strategies.
Assets Under Management$48M
Clients58
Advisors1
Avg. per Client$820K
Avg. per Advisor$48M
www.stepbystepfinancial.com ·www.facebook.com/stepbystepfinancial ·www.linkedin.com/company/step-by-step-financial...
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
The specific rate may vary from quarter to quarter depending on market performance and the proximity to the following fee bracket under the wealth management model.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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