Stewardship Capital, Ltd. (SC) offers investment management and financial planning services. For investment management, SC manages client portfolios on a discretionary basis, investing in mutual funds, exchange-traded funds, stocks, and bonds. Financial planning services assist clients with retirement, education, tax, survivorship, disability, asset allocation, and estate planning. SC may assist in implementing the financial plan at the client's request, but the client retains the ultimate responsibility.
Assets Under Management$140M
Clients441
Advisors4
Avg. per Client$320K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Assets of affiliated accounts may be aggregated to determine the appropriate fee percentage. SC also offers a Capital Maximizer service with an annual fee of 0.60%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...