Global Planning Stewards manages investment portfolios and provides financial planning services tailored to the goals, time horizon, and risk tolerance of each client. Global Planning Stewards builds personalized investment strategies using a mix of mutual funds, fixed income securities, exchange-traded funds, real estate funds, and individual stocks and bonds. In addition to ongoing portfolio management, Global Planning Stewards offers one-time financial planning covering areas such as retirement, taxes, insurance, and debt management. Clients can choose whether to grant Global Planning Stewards authority to make trades on their behalf without prior approval. The firm operates with no account minimums.
Assets Under Management$79M
Clients236
Advisors1
Avg. per Client$340K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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