Steelhead Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fixed fee is calculated on an internal foundation of approximately $250 per hour, reflecting an estimated 8 total annual hours of direct custom baseline preparation, data research, and face-to-face quarterly reviews.  Forms of Payment:”

Quarterly fee

$500/qtr

“The fixed fee is $2,000 per year, which is billed strictly in arrears at a rate of $500 per quarter.”

Annual fee

$2,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Steelhead Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The performance-based fee is calculated quarterly in arrears utilizing a perpetual high-water mark and a perpetual lookback/loss carryforward provision.”

How Steelhead Capital Management LLC’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 4 other planners in Issaquah that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Washington median of $7,000. 8% of the 37 other Washington planners that publish an annual fee charge less.
• None of the 2 other planners in Issaquah that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Steelhead Capital Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, performance based fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340874

Phone

(425) 647-6463

Other planners in Issaquah that publish fees

• Capital Partners Wealth ManagementIssaquah$2,500
• Gevers Wealth ManagementIssaquah$25,000/yr
• Kenney Wealth Planning & ManagementIssaquah$295/hr, $2,950
• Kirwin Financial LLCIssaquah$275/hr, $3,500/yr
• Prism Financial Planning, LLCIssaquah$400/hr
• Wright Wealth Management, LLCIssaquah$250/hr

Compare all 8 planners in Issaquah