Advisor at Steele Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Steele Capital Management, Inc.
Location
Dubuque, IA 52001
Credentials
Series 65
Industry experience
12 years
Dawn Otting is a financial advisor at Steele Capital Management, Inc. in Dubuque, IA, with 12 years of industry experience. She holds a Series 65 designation and has been with Steele Capital Management since 2013. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach with an emphasis on low-fee, tax-advantaged investments and strategic asset allocation.
Based on Steele Capital Management, Inc.
Based on Steele Capital Management, Inc.
Flat fees for selected retirement plan consulting services, generally client specific, typically subject to a minimum of $20,000
$0+: Up to 1.5% annually for Individual Advisory Services $0+: Up to 1.25% annually for Retirement Plan Consulting Services
Hourly fees for selected retirement plan consulting services range from $100 to $450 per hour
Minimum fee: Annual minimum fee negotiable; for retirement plan consulting flat fees typically subject to a minimum of $20,000 Fee-only: Investment management services provided on a fee-only basis, no commissions received by SCM
1000 Jackson Street, Suite 201
Dubuque, IA 52001
Iowa
Steele Capital Management
2013 - Present (13 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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