Firm
Invest With Steve
Raleigh, North Carolina
Fee-only
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | investwithsteve.com |
| Phone | (909) 518-2134 |
Invest With Steve fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$0 – $500,000 1.00%" source
"We charge a percentage of assets under management and maintain a minimum investment requirement of $500,000." source
"We charge a percentage of assets under management and maintain a minimum investment requirement of $500,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 153826 |