Stewardship Financial provides financial planning services covering cash flow, debt management, retirement, education funding, tax strategies, and estate planning. They also offer portfolio management services, either directly or through third-party investment managers. Stewardship Financial assists retirement plan sponsors and participants. They do not provide legal or accounting services but may coordinate with other professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients with less than $200,000 in assets under management will also be charged a $189 per month financial planning fee. Clients whose accounts are held at Betterment also pay Betterment’s 0.15% annual sub-advisory fee in addition to the fees charged by Stewardship Financial. Fees may be discounted in limited circumstances.