Advisor at Fossel Capital Management LLC
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Firm
Fossel Capital Management LLC
Location
Evergreen, CO
Credentials
Series 63, Series 65
Industry experience
15 years
Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.
Based on Fossel Capital Management LLC
1% annually, negotiable for larger accounts or charities
Account minimum: $1,000,000 Fee-only: Fee only basis; no commissions
Evergreen, CO
Colorado
Fossel Capital Mgmt
2003 - Present (23 years)
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