Stewards Asset Management is an investment management and financial planning firm founded in 2020 and based in Fort Lee, New Jersey. The firm helps clients build, preserve, and grow their wealth through customized portfolio management and holistic financial planning. Stewards Asset Management uses a combination of fundamental analysis, technical analysis, and environmental, social, and governance considerations to evaluate global investment opportunities across stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, options, and alternative investments. In addition to managing investment portfolios, Stewards Asset Management offers comprehensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, tax planning strategies, and business planning. Clients can also purchase project-based financial planning or personal tax return preparation. Stewards Asset Management operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Stewards Asset Management charges an annual fee based on the value of your portfolio, paid monthly in arrears. The fee is a blended rate calculated daily using the closing net asset value ranges of your portfolio. There is currently no minimum account balance required to open an investment management account. Ongoing financial planning fees are waived for investment management clients with more than $500,000 in managed assets.