Global Steward Advisors offers two investment management services: Global Growth ETF and Global Steward Growth. Both use diversified portfolios of ETFs or individual stocks, actively managed based on market conditions and security analysis. The Global Steward Growth strategy may also use option writing to generate income. Accounts are held at Schwab & Co. and are fee-based.
Assets Under Management$5.6M
Clients36
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.58% |
| $150K - $300K | 2.28% |
| $300K - $500K | 1.92% |
| $500K - $750K | 1.62% |
| $750K - $1000K | 1.44% |
| $1.0M - $1.5M | 1.20% |
| $1.5M+ | 1.20% |
Fees negotiable for accounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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