Stewart Wealth Management offers financial planning and investment advice to individuals, trusts, and businesses. Services include determining financial objectives, managing cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Stewart Wealth Management manages investment accounts on a discretionary or non-discretionary basis, primarily using low-cost mutual funds and ETFs.
Assets Under Management$500M
Clients337
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees negotiable for assets over $4,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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