Steward Advisors Group provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charities. Founded in 2022 and based in Halfmoon, New York, the registered investment advisor manages portfolios on a discretionary basis, aligning investments with each client's specific financial goals, risk tolerance, and faith-based or moral values. Portfolios typically include stocks, bonds, exchange-traded funds, mutual funds, and options, with opportunities for alternative investments like private equity and real estate investment trusts. In addition to portfolio management, Steward Advisors Group offers broad-based financial planning covering retirement, taxes, estate planning, and business succession, as well as project-based consulting. The firm acts legally in the best interest of clients and custody client assets through independent financial institutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,000. Alternative investments and private placements are charged at a flat 1.50% annual rate.