Stewardship Wealth Advisors manages investment portfolios and offers personalized financial planning for individuals, families, and business owners. Stewardship Wealth Advisors builds customized portfolios based on each client's individual goals, risk tolerance, and time horizon. In addition to managing investments directly, Stewardship Wealth Advisors offers services through external platforms like AssetMark. Clients can also receive comprehensive financial planning covering retirement projections, tax strategies, estate planning, and insurance reviews. Stewardship Wealth Advisors is legally required to act in your best interest at all times. The firm is led by founder John McBride, who also offers insurance products separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.80% |
| $6M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.