Steward Capital Management (SCM) offers investment management services to individuals, high net worth clients, and institutional clients. SCM's services are tailored to each client's needs and may include wealth preservation and management. SCM also provides real estate investment and management advice. SCM uses a combination of fundamental and technical analysis to construct client portfolios.
Assets Under Management$110M
Clients62
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for balances above $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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