Steward Financial Services offers investment and financial planning services. They manage portfolios based on client objectives, using a mix of tactical allocation and passive investing. They also provide pension consulting services to plan sponsors and participants. Financial planning services include retirement, investment, income, education, insurance, and tax planning, as well as a bucket plan approach to reviewing client assets. Steward tailors its services to individual client needs.
Assets Under Management$52M
Clients119
Advisors1
Avg. per Client$440K
Avg. per Advisor$52M
www.facebook.com/stewardfinancialservices ·www.stewardfinancial.com ·www.linkedin.com/company/2954120
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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