Stewards Wealth Planning provides investment management and financial planning services. For investment management, they determine your goals, time horizon, and risk tolerance to create a suitable investment strategy. Financial planning includes a review of retirement, succession, investments, taxes, and insurance. The firm also holds educational seminars. The firm's president is affiliated with LifePlan Financial Design, Inc. to sell insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.40% |
Fees are negotiable and may be reduced for combined household accounts. Stewards Wealth Planning also offers management services through Orion Portfolio Solutions, with additional fees for administration (0.08%-0.45%), account maintenance ($25 or $50 annually), strategists (0.0%-0.20%), and separately managed accounts (0.35%-0.70%).