Stewards Advisory Services offers personalized financial planning, investment management, consulting, and tax preparation services to individuals, trusts, estates, charities, and small businesses. Stewards Advisory Services acts as a legally required to act in a client’s best interest and is a fee-only firm, meaning it doesn't sell commissioned products or accept commissions.
Assets Under Management$110M
Clients73
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Minimum annual fee is $6,250 and minimum account size is $500,000. These minimums are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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