Leading Edge Financial Planning, LLC, operating as StewardRight, provides financial planning and portfolio management services. Financial planning includes insurance, retirement, and life event planning. Portfolio management is tailored to individual client needs and risk tolerance. StewardRight also offers retirement plan services to retirement plans and plan sponsors.
Assets Under Management$43M
Clients354
Advisors3
Avg. per Client$120K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable and may vary from the firm’s published fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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