Capital Stewards, LLC offers portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. CSL also provides financial planning services covering areas like retirement, college, and debt planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$12M
Clients13
Advisors1
Avg. per Client$900K
Avg. per Advisor$12M
twitter.com/capitalsteward ·www.thecapitalstewards.com ·www.linkedin.com/company/the-capital-stewards
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...