Stewards Wealth Planning is a registered investment advisor founded in 2013 and owned by Michael Douglas. The firm offers personalized investment management, retirement planning, and financial consulting services. Stewards Wealth Planning uses technical analysis and seasonality analysis to build and monitor client portfolios, and clients can also access portfolio management through Orion Portfolio Solutions. In addition to managing investments, the firm provides project-based financial planning on an hourly basis. Stewards Wealth Planning operates as a fee-based firm and does not sell commissioned financial products such as mutual funds or stocks, though representatives may separately offer insurance products through an affiliated business. The firm emphasizes its legal obligation to act in the best interest of its clients when providing advice.
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 based on account complexity, investment types, and combined household accounts.