Christy Schlegel is a registered investment advisor at Stewardship Wealth Management Solutions, based in Huntington Beach, CA. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 198 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewardship Wealth Management Solutions offers two investment management options:
- Asset Management: The maximum annual fee is 1.75% of your portfolio, billed monthly in advance. This fee may be negotiable.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of your portfolio, billed monthly in advance. This fee may be negotiable.
If Stewardship uses a third-party money manager, you will also pay their fees, in addition to Stewardship's fees.
Location
101 Main Street, #230, Huntington Beach, CA, 92648
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 →Employment History
Current Registrations
Stewardship Wealth Management Solutions
State Registrations1 state
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.