Jay Kready is a registered investment advisor at Stewardship Advisors, LLC, based in Mount Joy, PA, with 23 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 647 clients with $460M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
321 W. Main Street, Mount Joy, PA, 17552
Get directionsHistory
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 →Other Business Activities
Jay is a partner in BHK Enterprises LLC, managing multiple commercial and residential rental properties, dedicating a few hours per week. He is also a partner in QuinVest LLC and landlord in 5K Enterprises LLC, both real estate investment partnerships, and serves as power of attorney for his mother.
Employment History
Current Registrations
Stewardship Advisors, LLC
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.