Case Roos is a registered investment advisor at Stewardship Investment Services LLC, based in Beaver, OR, with 1 years of industry experience. Case 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 26 clients with $1.6M 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 $100K | 1.50% |
| $100K - $1.0M | 1.30% |
| $1M+ | 1.10% |
Fees may vary depending upon the size and complexity of the engagement. Fees are generally negotiable and may be less for larger client relationships, non-profits, and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above. Each fee is charged on the total account value.
Fee Estimator
Location
Beaver, OR
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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 Activities
Case is involved in real estate development. This activity is not investment-related.
Employment History
Current Registrations
Stewardship Investment Services LLC
Previous Registrations
Stewardship Investment Services LLC
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.