Stewardship Edge Capital (STEC) manages investment portfolios for individuals, focusing on undervalued equity securities. STEC offers two strategies: General and Focused. The General portfolio holds 10-20 positions, aiming for diversification. The Focused portfolio is more concentrated, holding 5-15 positions with potentially greater volatility. STEC determines client suitability based on factors like account size, investment goals, and risk tolerance.
Assets Under Management$700K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$700K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is the fee for the General portfolio. The fee for the Focused portfolio is 2% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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