The Stewardship Center (TSC) is a registered investment advisor that customizes investment strategies based on a client's objectives and risk tolerance. TSC monitors portfolio performance and suggests rebalancing as needed. TSC typically recommends mutual funds or separate account managers. TSC also offers general consulting services including retirement planning, estate planning coordination, property analysis, and client education.
Assets Under Management$150M
Clients69
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$73M
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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Clients outside the St. Louis, Missouri area or who request representation at out-of-town conferences may be charged up to 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...