Steerson Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steerson Advisors LLC provides ongoing, non‑discretionary portfolio management and investment advice to Qualified Clients, principally high‑net‑worth individuals. As of July 31, 2023 the firm reported three client accounts with approximately $4.5 million in assets under advisement.
The firm’s investment approach combines fundamental, macroeconomic and cyclical analysis to construct customized equity and fixed‑income portfolios and to develop formal or informal investment policy statements. Steerson conducts periodic account reviews and, because it does not accept discretionary trading authority, clients must approve recommended transactions before execution.
Steerson’s disclosures show several features that are uncommon among peers: it relies exclusively on performance‑based compensation rather than percentage‑of‑AUM fees, operates primarily on a non‑discretionary basis, and reports a material non‑U.S. client presence while limiting services to Qualified Clients only. Those factors contribute to a concentrated, specialized client roster and a billing model driven by realized results and client approvals rather than standard asset‑based billing.
Client services
Expertise
Fee options
10% of realized capital gains on variable income securities; 5% of realized interest on interest-bearing securities; fees are calculated only on positions purchased and sold under adviser's recommendation; losses are carried forward to offset future gains.
Account minimum: Clients must be "Qualified Clients" as defined in Schedule I of the Investment Advisor Services Agreement; no specific dollar minimum stated beyond this qualification requirement.
Most active in
Florida
Also doing business as
Steerson Advisors · Steerson Advisors LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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