WRAP
How does the advisor help clients – Key Takeaways:
- Customized investment solutions tailored to each client’s specific needs and goals
- A comprehensive approach to financial planning, encompassing investment, retirement, tax, and estate planning
- Access to a team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve financial success
Facts and Insights
Steele Capital Management, Inc. has been in business since 1998 and has steadily grown into a highly successful and respected financial advisory firm. Over the years, the firm has built a reputation for providing sound financial advice and delivering exceptional returns on investment. As of 2021, the firm manages over $500 million in assets and has a team of seven experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, Steele Capital Management, Inc. manages over $500 million in assets for its clients. The firm has a team of seven experienced advisors who collectively have over 100 years of experience in the financial industry. The following table shows a breakdown of the assets under management, number of advisors and the firm’s time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 7 | Since 1998 |
Financial Services Offered
Steele Capital Management, Inc. offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
Steele Capital Management, Inc. caters to a diverse range of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Institutional clients
Fees & Compensation
Steele Capital Management, Inc. charges a transparent fee structure that is based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of its clients. Additionally, all fees are fully disclosed and discussed with clients before any services are provided.
Background
Steele Capital Management, Inc. was founded in 1998 by John Steele, who has over 30 years of experience in the financial industry. Mr. Steele’s expertise in investment management and financial planning has helped the firm grow into a well-respected and successful advisory firm.
Financial Advisor Disclosures to Know
Steele Capital Management, Inc. believes in being fully transparent with its clients and adhering to all regulatory requirements. As such, the following are the key disclosures related to the firm and its advisors:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- All advisors are licensed and registered with the appropriate regulatory bodies
- The firm has clean disciplinary records with no reportable events on file
In conclusion, as a trusted financial expert, STEELE CAPITAL MANAGEMENT, INC. helps clients achieve financial success through personalized advice and a commitment to excellence. With over 20 years of experience and a team of experienced advisors, the firm is well-equipped to provide clients with the financial guidance and support they need to reach their goals.