Advisor at Steele Asset Management
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Firm
Steele Asset Management
Location
Fort Lauderdale, FL
Credentials
Series 65
Industry experience
20 years
Sherman Steele is the sole advisor at Steele Asset Management, an independent firm based in Fort Lauderdale, FL. He holds a Series 65 designation and has 20 years of industry experience, having operated his firm since 1995. Steele Asset Management is a fee-based advisory firm managing approximately $45.4 million in assets. The firm offers discretionary asset management, hourly financial planning, and advisory services primarily for individuals, trusts, estates, and pension and profit-sharing plans, with a focus on one-on-one client consultations and portfolio management under discretionary authority.
Based on Steele Asset Management
$0 - $25,000: N/A, $500 minimum annual fee $25,001 - $50,000: 1.95% $50,001 - $75,000: 1.85% $75,001 - $100,000: 1.75% $100,001 - $200,000: 1.50% $200,001 - $300,000: 1.25% $300,001 - $400,000: 1.00% $400,001+: 0.75%
$150/hour for financial planning services, fee may be waived at advisor discretion
Account minimum: $25,000 Minimum fee: $500.00 per year minimum annual fee Fee-only: Financial planning at $150/hour (hourly fee may be waived)
Fort Lauderdale, FL
Florida · New Jersey · Pennsylvania
Steele Asset Management
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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