Simply Steward provides comprehensive financial planning to individuals and families, especially those who own small businesses or are nearing retirement. Simply Steward offers advice on investment needs, tax planning, estate planning, risk management, retirement planning, and business development. For new clients, Simply Steward requires authority to make trades without asking first.
Assets Under Management$23M
Clients30
Advisors1
Avg. per Client$760K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5M+ | 0.40% |
The above investment advisory fee structure is blended for investments assets above the breakpoints. This fee is in addition to an ongoing financial planning fee. The minimum annual fee for the combined services is $12,500 per household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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