Stewardship Investment Services provides personalized financial planning and investment management. They offer advice through consultations, covering areas like financial objectives, cash flow, tax planning, insurance, investments, retirement, and estate planning. Investment strategies are tailored to each client's risk tolerance, time horizon, and desired returns. They may take limited authority to rebalance client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.30% |
| $1M+ | 1.10% |
Fees may vary depending upon the size and complexity of the engagement. Fees are generally negotiable and may be less for larger client relationships, non-profits, and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above. Each fee is charged on the total account value.