How does the advisor help clients – Key Takeaways:
Steele Investment Counsel, Ltd. is a trusted financial advisory firm that specializes in providing strategic investment solutions for their clients. With a team of experienced professionals who have a deep understanding of the financial industry, the firm is able to offer personalized and comprehensive services to their clients.
Here are some key takeaways on how Steele Investment Counsel, Ltd. helps their clients:
- They develop customized investment strategies based on each client’s individual financial goals and risk tolerance.
- They provide ongoing portfolio management and monitoring to ensure their clients’ investments are on track to meet their goals.
- They offer a wide range of financial services, including retirement planning, wealth management, and tax planning.
- They have a team of knowledgeable and experienced advisors who are committed to providing exceptional service to their clients.
- They prioritize their clients’ best interests and work towards building long-term relationships with them.
Facts and Insights
Founded in 1998, Steele Investment Counsel, Ltd. has been in business for over two decades, serving clients across the United States. The firm has over $2 billion in assets under management and a team of 20 advisors to provide their clients with the best possible financial advice and solutions.
Steele Investment Counsel, Ltd. primarily serves high-net-worth individuals, families, and institutions, including businesses and non-profit organizations. The firm has a strong track record of delivering successful results for their clients, helping them grow and manage their wealth effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20 | Over 20 years |
Financial Services Offered
Steele Investment Counsel, Ltd. offers a wide range of financial services to help their clients achieve their financial goals. Some of the services provided by the firm include:
- Retirement planning
- Investment management
- Wealth management
- Tax planning
- Estate planning
- Risk management
- Charitable giving
Client Types
Steele Investment Counsel, Ltd. caters to a diverse range of clients, including:
- High-net-worth individuals
- Families
- Businesses
- Non-profit organizations
The firm understands that each client is unique and has different financial needs, which is why they tailor their services to suit each client’s individual situation.
Fees & Compensation
Steele Investment Counsel, Ltd. charges a percentage of assets under management for their investment management services. The firm’s fees are competitive, and they strive to keep them transparent and fair for their clients. The firm also offers fee-only financial planning services, which means they do not receive commissions or any other form of compensation for their services, ensuring their clients’ best interests are always the top priority.
Background
Steele Investment Counsel, Ltd. was founded by Peter Steele, a highly experienced and respected financial advisor who has been in the industry for over 40 years. The firm’s team of advisors includes CFA charterholders, CPAs, and CFAs, all of whom have extensive knowledge and experience in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Steele Investment Counsel, Ltd. is required to disclose any potential conflicts of interest to their clients. The firm has a fiduciary duty to act in their clients’ best interests, and they take this responsibility seriously. It is important for clients to understand the potential risks involved in any investment and to have open and transparent communication with their advisor.
Overall, Steele Investment Counsel, Ltd. is a reputable and highly recommended financial advisory firm that offers personalized and comprehensive services to help their clients achieve their financial goals. With their experience, expertise, and commitment to their clients’ best interests, the