Stewardship Wealth Management (SWM) directs clients to third-party investment advisors like Matson Money. SWM also offers a portfolio analysis service, called a "MRI", to assess a client's financial situation, risk tolerance, goals, and time horizon. SWM generally limits its investment advice to fixed income securities, equities and ETFs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are for directing clients to Matson Money, Inc. These fees are negotiable and are separate from the 0.50% expense ratio associated with the Matson Money funds. Matson Money does not receive an advisory fee from clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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