Steele Street Private Wealth Management

Steele Street Private Wealth Management at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 111 individual clients, 60 of them high net worth.
• Its average account is about $560,000 (assets it manages divided by its 335 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Steele Street Private Wealth Management fees

Steele Street Private Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Casey Vader

• Daniel Katz