Step Financial provides investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. Step Financial also offers financial planning covering investments, insurance, taxes, retirement, and college planning. Clients are not obligated to act on recommendations or use Step Financial for transactions.
Assets Under Management$5M
Clients10
Advisors1
Avg. per Client$500K
Avg. per Advisor$5M
www.stepfinancial.com ·www.facebook.com/stepfinancialplanning ·www.linkedin.com/company/step-financial
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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