Steward Capital LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without asking first. SCL also offers financial planning services, including investment advice, cash flow analysis, retirement planning, and college planning. They invest in various securities, including mutual funds, bonds, and ETFs.
Assets Under Management$41M
Clients29
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are generally negotiable. There is a minimum annual fee of $5000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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