SteelOaks Investment Advisers

Financial Advisor in Weirton, WV

Firm Info
Address: 135 Palm Dr, Weirton, WV 26062, USA
Phone: (304) 723-6700

Firm Size
Assets Under Management: $223 million
# of Advisors: 2
# of Clients: 173
Client to Advisor Ratio: 87:1
Average Account Size: $1.3 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Steeloaks Investment Advisers, Inc. Overview

SteeLoaks Investment Advisers, Inc. is a registered investment advisory firm that specializes in providing investment advice to individual and small business clients. Since their establishment in 1998, SteeLoaks has dedicated themselves to creating a fee-based partnership with their clients, offering financial advice based on the best interests of their clients. Located in Weirton, WV and with a primary focus on investment advice, SteeLoaks offers portfolio management services to both individual and business clients. Moreover, their expertise in pension consulting services is a testament to their commitment to helping their clients secure a comfortable retirement. As a firm dedicated to the highest standard of service, SteeLoaks Investment Advisers offers not just portfolio management services, but also consulting and institutional research and analysis. Their services expand to a diverse range of clients, including businesses and institutional clients. Their commitment to providing a wide range of expertise to their clients sets SteeLoaks apart as an investment advisory firm committed to meeting their client’s unique needs.

STEELOAKS INVESTMENT ADVISERS, INC. caters to a diverse range of clients, from individuals seeking financial planning advice to larger institutional entities like pension or profit sharing plans, state or municipal government entities, and various other types of corporations. They also have a specific focus on high net worth individuals, where their deep expertise in wealth management, tax planning, and estate planning comes into play. The firm's commitment to offering personalized financial solutions to clients of all types is reflected in their holistic approach to financial planning, which takes into account the unique goals, risk tolerance, and investment preferences of each individual client. When it comes to fee structures, STEELOAKS INVESTMENT ADVISERS, INC. offers a range of options depending on the services provided. One common fee structure is a percentage of assets under management (AUM), which incentivizes the firm to generate high returns for their clients through smart investments. This structure is particularly popular among high net worth individuals, who often have substantial assets to manage. In addition to percentage-based fees, the firm also offers fixed fees for certain services, which can be particularly beneficial for smaller-scale clients or those seeking more specific financial advice. STEELOAKS INVESTMENT ADVISERS, INC. is committed to transparency in all aspects of their fee structure, ensuring that clients understand what they are paying for and why.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Steeloaks Investment Advisers, Inc., the investment minimum varies based on the specific account or investment strategy being used. The firm provides a complete list of minimums within Item 5 of their brochure. Therefore, the investment minimum cannot be determined without reviewing the complete list of specific minimums within Item 5.

How This Office Can Help Weirton, WV Residents

SteelOaks Investment Advisers is a financial advisory firm that helps individuals and families in Weirton, WV, navigate their financial planning. They offer a range of services, including wealth management, investment planning, retirement planning, and estate planning. With a team of experienced investment advisors, the firm provides tailored solutions and personalized advice to help clients achieve their financial goals. Living in Weirton, WV, individuals may face various financial situations such as planning for retirement, managing a family's education expenses and debts, or growing their wealth through smart investment strategies. SteelOaks Investment Advisers works closely with clients to understand their specific needs and goals and develop a customized financial plan that fits their unique situation. With a focus on long-term financial planning, the firm helps clients build a solid path towards financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Steeloaks Investment Advisers, Inc., visit their Part 2 Brochure.

Services Offered by Steeloaks Investment Advisers, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Steeloaks Investment Advisers, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 135 Palm Dr, Weirton, WV 26062, USA
Phone (304) 723-6700
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Steeloaks Investment Advisers, Inc. is registered to service clients in the following states:

  • Ohio
  • Pennsylvania
  • West Virginia

Disciplinary History

Steeloaks Investment Advisers, Inc. does not have any disclosures. Please visit it's Form ADV for more details.