Stewardship Trust Advisors (STA) provides investment management and financial planning services tailored to individual client needs. STA offers both discretionary and non-discretionary investment management for individuals, corporations, and retirement accounts. Financial planning services focus on long-term goals, tax considerations, risk management, and retirement planning. STA also provides retirement plan services to employer-sponsored plans.
Fee Structure
STA's investment management fees are based on a percentage of the value of your portfolio or a flat fee, ranging from 0.5% to 1.5% annually. Fees are negotiable depending on the size and complexity of your account. Fees are deducted from your account quarterly. Some clients may pay legacy fees that differ from the standard fee schedule.