Steward Inc. provides a single, integrated wealth advisory service that combines investment management and advanced financial planning. They tailor investment portfolios to individual client needs, using mutual funds and exchange-traded funds. Financial planning advice covers areas like retirement, tax, estate, and college planning. Steward manages investments on a discretionary basis and does not offer standalone investment management or financial planning.
Assets Under Management$66M
Clients38
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $30.0M | 0.20% |
| $30M+ | 0.10% |
Annual fee includes a flat $5,000 base fee plus a percentage of assets under management. Fee tiers are applied marginally. Minimum annual fee of $7,500 (flat fee + AUM fee).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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