The Stewardship Solution (TSS) offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. TSS provides both discretionary and non-discretionary investment advisory services. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. TSS tailors programs to individual client needs and may allow clients to impose restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.90% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.55% |
Fees are charged monthly in arrears or in advance, depending on the platform used. In individual cases, TSS has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.