Stewardship Wealth Management (SWM) provides investment advice and financial planning to individuals and couples. SWM charges a fee based on a percentage of the assets they manage for investment advisory services. For financial planning, SWM may charge a flat fee or hourly fees. SWM utilizes no-load mutual funds and exchange-traded funds. Brendon H. Jenks is the owner and only employee of SWM.
Assets Under Management$7.5M
Clients13
Advisors1
Avg. per Client$580K
Avg. per Advisor$7.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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