Faithful Steward Wealth Management provides investment management through several platforms, including actively managed individual equities, packaged securities like mutual funds, and portfolios based on Judeo-Christian principles. They also manage retirement accounts. Faithful Steward may recommend third-party investment advisors based on a client's needs and goals. They also assist with real estate land contracts, connecting buyers and sellers and handling paperwork.
Fee Structure
Faithful Steward Wealth Management offers several investment platforms, each with a maximum annual fee:
- Full Spectrum Platform – up to 1.60%
- Mutual Focus Platform – up to 1.30%
- Retirement Plan Navigator Management (Active) – up to 1.30%
- Retirement Plan Navigator Management (Passive) – $50 per quarter
- Timothy Vantage Platform – up to 0.80%
- Alternative Investments – up to 1.00%
Fees are negotiable based on account size, total assets managed, household assets, and the types of securities held. Accounts with quarterly fees less than $100 on the Timothy Vantage Platform may be billed semi-annually.