Grant Botma is a registered investment advisor at Stewardship Financial, based in Gilbert, AZ, with 7 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 255 clients with $83M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients with less than $200,000 in assets under management also pay a $189 per month financial planning fee. Betterment accounts incur an additional 0.15% sub-advisory fee.
Fee Estimator
Location
1094 S Gilbert Rd #210, Gilbert, AZ, 85296
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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 →Other Business ActivitiesSells Insurance
Grant is co-owner of Stewardship Planning LLC, offering fixed insurance products and estate planning, and President/owner of Stewardship Mortgage LLC (mortgage broker), Stewardship Insurance LLC (property and casualty insurance broker), Neoteric Software LLC (software for insurance agents), and Grant Botma Productions LLC (writing, speaking, online courses). He also is a managing member of Stewardship Realty LLC and Stewardship Home Swap LLC, both not yet operational.
Employment History
Current Registrations
Stewardship Financial
State Registrations3 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.
Exams
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