Life Stewardship Advisors offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. LSA also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial decision-making. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$17M
Clients73
Advisors2
Avg. per Client$230K
Avg. per Advisor$8.5M
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Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.90% |
| $500K - $750K | 1.62% |
| $750K - $1000K | 1.44% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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