Wilson Wealth Stewardship refers clients to third-party money managers and sub-advisors for investment management services. They also offer consultations for 529 college savings plans and advice on employer retirement benefits. Wilson Wealth Stewardship does not manage assets directly in employer-sponsored retirement plans but may recommend a third party. Seminars and workshops are offered on financial topics. The firm's advice covers mutual funds, ETFs, stocks, bonds, and insurance products.
Fee Structure
Wilson Wealth Stewardship does not directly manage client investments. Instead, they connect clients with sub-advisors or third-party money managers. Fees for these services are a percentage of your portfolio, with Wilson Wealth Stewardship charging up to 1.4% and the sub-advisor or third-party manager charging up to 2.9%. These fees are in addition to any fees charged within the investment funds themselves. The total maximum fee could be 4.3%.