Advisor at Steele Investment Counsel, Ltd.
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 Investment Counsel, Ltd.
Location
Columbus, OH 43220
Credentials
Series 65
Industry experience
37 years
Michael Steele is the sole advisor at Steele Investment Counsel, Ltd. in Columbus, Ohio, holding a Series 65 designation and bringing 37 years of industry experience. He has led Steele Investment Counsel since 2001. Steele Investment Counsel, Ltd. is an independent, state-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management combining fundamental and technical analysis across various strategies while restricting the use of short sales, margin, and option writing, and it emphasizes institutional-level service despite its solo-advisor structure.
Negotiated flat fee for additional non-investment supervisory services
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $6,000,000: 0.65% $6,000,000 - $10,000,000: 0.55% $10,000,000+: Negotiable
Negotiated hourly rate for additional non-investment supervisory services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 (minimum assets under management of $500,000)
5005 Horizons Dr., Ste 100
Columbus, OH 43220
Ohio · Texas
Steele Investment Counsel, Ltd.
2001 - Present (25 years)
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Is not active or affiliated with:
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
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Other specialized services
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Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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