Scp Steward Capital Advisers LLC

Fee-Only (% of Portfolio)

SCP Steward Capital Advisers offers investment advice tailored to each client's financial situation. They manage investments based on your goals, risk tolerance, and individual needs. They do not limit the types of investments offered and clients can request restrictions on certain securities. The firm does not have any assets under management.

Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees range from 1.00-1.50% and are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm

Scp Steward Capital Advisers LLC | TrueAdvisor