Stevard LLC
Assets Under Management
$41.9M
Number of Clients
15
Number of Advisors
2
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$21.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Stevard LLC offers family office services to high-net-worth individuals, trusts, family LLCs, private foundations, family businesses, and other family-related enterprises. These services include financial planning, investment advice and management, accounting, insurance review, asset aggregation and reporting, philanthropic planning, budgeting, cash management, estate planning, property management, financial education, and tax compliance, reporting & preparation. Stevard creates investment portfolios using independent investment managers and products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.25% |
Fees negotiable for accounts over $200M.
Fee Estimator
Areas of Practice
Location
DE, United States