A complete list of active advisors currently associated with Steele Asset Management
Warmer can help you find a great advisor at Steele Asset Management or one who fits your needs even better.
Steele Asset Management provides personalized investment management and financial planning to individuals, trusts, estates, and pension and profit‑sharing plans. Services listed in the brochure include discretionary asset management, financial planning, and consulting on retirement plan investment options, and the firm operates on a fee‑based model without selling commissioned insurance or investment products. The firm documents each client’s overall financial picture, investment objectives, and risk tolerance, and offers discretionary trading within the agreed limits while providing periodic account reviews and referrals to outside professionals as needed. Investment analysis methods include charting, fundamental and technical analysis, and account reviews are performed at least quarterly. A notable aspect of the practice is its work with pension and profit‑sharing plans: the firm advises on the types of investment vehicles available to plans and answers participant questions but does not provide day‑to‑day investment management for those plans, a mix that is uncommon among similar independent advisers. The brochure also discloses approximately $57.7 million in advisory assets, formal procedures for protecting senior and vulnerable clients including SAFE Act reporting, no external compensation for selling securities, and that proxy voting is generally left to clients.
To learn more about the advisors currently working at Steele Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Lauderdale, FL
| 21
|
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