Sara
Payne
Steeloaks Investment Advisers, Inc
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About this Advisor
Sara Payne is a financial advisor based in Weirton, West Virginia, working with Steeloaks Investment Advisers, Inc. Sara has previously held a position at Steeloaks Investment Advisers Inc. Sara has passed the Series 66 regulatory exam and is registered to provide services in West Virginia. Currently, Sara is part of Steeloaks Investment Advisers, Inc, which operates out of Weirton, West Virginia. The firm has 2 employees and manages assets totaling $151.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Steeloaks Investment Advisers, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Steeloaks Investment Advisers, Inc Brokerage Details
$151,000,000
2
277
$545,126
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Sara Payne Work History
Steeloaks Investment Advisers Inc
Disclosures
Please visit the SEC profile of Sara Payne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steeloaks Investment Advisers, Inc
Weirton, WV
Weirton, WV
Weirton, WV
Weirton, WV
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