Ronald Finke is a ChFC-designated registered investment advisor at Stewardship Capital, based in Independence, MO, with 27 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 441 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Assets of affiliated accounts may be aggregated to determine the appropriate fee percentage. SC also offers a Capital Maximizer service with an annual fee of 0.60%.
Fee Estimator
Location
4200 Little Blue Parkway, Suite 650, Independence, MO, 64057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stewardship Capital
State Registrations3 states
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