Family Steward Wealth Consulting (FSWC) provides financial management, planning, wealth consulting, and investment advisory services. FSWC creates personalized financial plans and manages investments. FSWC uses a process-driven approach, including data collection, capital needs analysis, and recommendations in areas like tax, estate planning, insurance, and investments. FSWC primarily uses open-ended, institutional, no-load mutual funds and exchange traded funds (ETFs).
Assets Under Management$110M
Clients64
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum fee is $15,000/year ($3,750/quarterly). Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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