Stewardship Partners offers investment advisory services, managing accounts based on client objectives and restrictions. They may also provide advice on establishing investment goals and asset allocation. For some clients, they may use a long/short strategy. They manage portfolios on a discretionary basis, reviewing them regularly to ensure they align with client goals.
Assets Under Management$73M
Clients142
Advisors2
Avg. per Client$520K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee for both equities and balanced accounts. Lower fees, ranging from 0.50% to 1.00%, may be charged for accounts managed through wrap-fee programs or other referral arrangements. Fees may be negotiable based on account size or other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...