Steward Advisors provides financial planning and investment management services. Financial planning covers goal planning, net worth statements, cash flow review, tax planning, risk tolerance assessment, investment advice, risk management review, estate plan review, retirement planning, and college planning. Investment management is offered to clients with at least $250,000 to invest, using exchange traded funds, mutual funds, stocks, and bonds based on asset allocation models.
Assets Under Management$140M
Clients102
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 1.00% |
| $1.1M - $2.2M | 0.75% |
| $2.2M - $5.5M | 0.50% |
| $5.5M - $11.0M | 0.35% |
| $11M+ | 0.25% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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