Assets Under Management
$71.2M
Number of Clients
160
Number of Advisors
1
Average Client AUM
$445K
AUM per Advisor
$71.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Global Planning Stewards LLC provides portfolio management services based on client goals, objectives, time horizon, and risk tolerance. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily use mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and treasury inflation protected bonds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are generally negotiable.
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA, 70809