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Steele Capital Management, Inc.
Dubuque, Iowa
Steele Capital Management, Inc. is a highly reputable investment advisory firm based in Dubuque, IA. With 14 dedicated employees, including 11 experienced investment advisors, the firm delivers comprehensive financial solutions to a diverse clientele. The average assets under management per investment advisor stand at approximately $70,540,000, which aligns with the industry standard.
Their compensation structure offers clients flexibility and transparency, incorporating various models such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures that clients' interests are prioritized, and...see more
Assets Under Mgmt
$2.33B
Investment Professionals
11
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Steele Capital Management, Inc.
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