Stewardship Wealth Management Solutions offers investment advisory services to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Stewardship may use third-party investment advisors to implement investment portfolios. As a fiduciary, Stewardship is legally required to act in the client’s best interest.
Assets Under Management$120M
Clients198
Advisors2
Avg. per Client$630K
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Stewardship Wealth Management Solutions offers two investment management options:
- Asset Management: The maximum annual fee is 1.75% of your portfolio, billed monthly in advance. This fee may be negotiable.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of your portfolio, billed monthly in advance. This fee may be negotiable.
If Stewardship uses a third-party money manager, you will also pay their fees, in addition to Stewardship's fees.
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